Self-Managed Superannuation Fund Loan (SMSF): All you need to know
The value of the Australian superannuation assets is $3.85 trillion as at March 2024. $932 billion of these assets are held within Self Managed Super Funds (SMSF’s). The value of...
Take control of your retirement, maximise opportunities and plan your wealth journey with a K Partners SMSF advisor.
A Self Managed Super Fund is a private superannuation fund that can be managed by you. It means that you decide where your money is invested, and that you’re also obligated to comply with the relevant super and tax laws. Setting up a Self Managed Super Fund is a financial strategy that can help you manage your financial future, providing a powerful retirement wealth vehicle.
Such as the concessional contributions cap and the downsizer contribution
SMSFs can invest directly in residential and commercial property, to diversify your investments
Enjoy the flexibility to make timely investment decisions based on market conditions
Allowing you to take a pension as a lump sum, an income stream, or a combination of both
Nominate up to four fund members (e.g. your family) to increase savings and minimise fees
Achieve your estate planning goals, such as providing for your loved ones and minimizing taxes
Lower fees compared to industry and commercial funds (depending on your balance)
Improving business cash flow while holding a valuable asset that should appreciate
K Partners offers a seamless service integration to support your SMSF. With expertise in accounting, investment advice, administration and compliance, we provide effective and intelligent solutions to help you maximise your wealth.
Schedule a meeting with a SMSF specialist today and learn how to save money and grow your wealth.
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A self-managed super fund (SMSF) is a private superannuation fund that you own and manage. In doing so, you get to decide how to invest your super contributions, who can...