Self Managed Super Funds

There are now more than 1 million Self Managed Superannuation Funds (SMSF) in Australia and the number continues to grow with a third of Australia's pool of superannuation money now being held in SMSF's.

A SMSF is basically a superannuation fund with one to four members who are also trustees responsible for the investment strategy and administration of the fund within strict Australian Taxation Office (ATO) guidelines.

In assessing whether a SMSF is suitable for you we prompt our physio clients with the following questions:

  • Do you have a substantial amount in personal superannuation? (we recommend that a minimum of $150,000 would be required due to establishment costs and ongoing management fees. Note that this is purely a recommendation – not a requirement.)
  • Do you enjoy learning about your investments and have the interest to regularly review their performance by yourself or your financial advise? or
  • Would you like increased flexibility in estate planning, more investment options and greater responsibility for your own retirement funds?

If you answered ‘yes’ to these questions, you could be suited to having your own SMSF.

Whilst there are potentially great benefits, including SMSF Loans featured in our offering, having a Self Managed Super Fund requires understanding before embarking on setting one up.

At Paris Financial we have experience and knowledge that is second to none in self-managed superannuation. Tanya Hofbauer is an expert in this field and can assist with any of your enquiries surrounding the establishment, operation and rules relating to SMSF’s. Tanya's wealth of knowledge  has been developed with over a decade of specialised SMSF advice.

Since 1 July 2016 Tanya is licenced under Capstone Financial Services to set-up SMSF's as required under ASIC's Regulatory Guide RG 146.

Tanya Hofbauer - Advisor Profile