Self Managed Super Funds

It's your money, so take control of your Super!

Have you ever wondered what is actually happening with your super, who is investing it, where it is being invested? What your returns are and how much you are paying in fees? A Self Managed Superannuation Fund (SMSF) offers you greater control over your investment strategies and future financial security. 

 

Is this you?

  • You have at least $250 000 in superannuation
  • You are intending to make large contributions in the near future
  • A high income earner, professional or executive who has super fund choice
  • A business owner or self employed person
  • A retiree who has already accumulated retirement savings

Advantages include: 

  • Greater investment choice
  • Greater control over investment strategies
  • Access to investment gearing opportunities
  • Ability to better manage fees and costs
  • Can be used for efficient estate planning
  • The opportunity to pool your retirement funds with your family

 

We can provide a total solution for you and your family with

Your Entire Superannuation Solution is the ABN AMRO Morgans holistic Self Managed Superannuation Fund service. 

Case Study

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