self-managed superannuation funds (SMSFs) advice
Using a SMSF to provide for your financial needs in retirement is a popular but potentially complex financial structure. When operated well, running an SMSF can be ideal for people with sufficient capital who wish to be more ‘hands on’ with their retirement savings. However there are obligations and responsibilities that come with running your own SMSF which means that there are risks that need to be managed.
Running your own SMSF doesn’t negate the need to seek answers to some of the more basic questions all people face. Answers to questions such as “How long will our money last in retirement?” and “What lifestyle can we expect from our current investments?”. These sort of questions are often overlooked. Yet these are some of the most important issues that many of us face.
With ipac’s SMSF service you receive:
- pro-active and comprehensive strategic advice;
- full SMSF administration and compliance documentation;
- portfolio management services; and
- management of compliance and administration requirements.
Our SMSF service not only eases the ever-increasing compliance and administrative burden to trustees, but allows you to take advantage of the most up to date legislative opportunities and SMSF specific strategies, helping to meet your financial goals now and well into the future.