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SMSF

If you are considering putting yourself in the driver’s seat, we can help you with the following:-

  • What an SMSF is and what are the benefits
  • Who do SMSFs usually suit and why
  • Expected costs
  • Investment do’s and don’ts
  • Trustee / member responsibilities.
  • Investment Strategy
  • Contributions
  • Retirement phase

Today, there are more than 1 million Australians who have decided to take charge of their super & are running an SMSF, representing a combined asset value in excess of $550 billion.

How you manage your super today will have a significant impact on the choices you have in retirement, which is why SMSFs are rapidly becoming a growth area for investors who want greater control of their retirement savings.

With an SMSF you can:

  • Take control of your super
  • Access a wider range of investment options
  • Flexibility to implement effective tax strategies

How can we best help you?

At Sovereign Advice we partner with our clients so they have the confidence to take control of their financial future, providing specialist SMSF.

If you are considering putting yourself in the driver’s seat, we can help you with the following:-

  • What an SMSF is and what are the benefits
  • Who do SMSFs usually suit and why
  • Expected costs
  • Investment do’s and don’ts
  • Trustee / member responsibilities.
  • Investment Strategy
  • Contributions
  • Retirement phase and much more.

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Value    :- The measurement of the benefit that will be gained

Trust    :- Trust is built by many small actions overtime.