More and more Australians are taking control of their financial lives and accessing wider investment choice via a self-managed super fund (SMSF), however this is an area many of us still don’t fully understand.
Webinar: self-managed super (SMSF) – is it right for you?
In this webinar Chloe Ward, SMSF Specialist Manager from Superfund Partners will discuss:
• How to set up a SMSF
• Your ongoing obligations and responsibilities
• Investment choices
• Strategies you can use • Initial and ongoing costs involved
A lot of what you hear about SMSFs in the media or from friends and family can be a long way from the truth. We will separate fact from fiction and answer the question: Is a SMSF really ‘self-managed’?
In this webinar, you will walk away with a good understanding of:
• Overview of the roles and responsibilities of SMSF trustees
• Administration requirements of SMSFs
• Main investment restrictions applicable to SMSFs
• Whether an SMSF is the right choice for you
The webinar is being held on Wednesday 7th of October at 12.00pm AEST (1.00pm SYD/MEL)
Superfund Partners will also be holding a SMSF e-workshop on October 19th, where you will be taken through the SMSF options in more detail and walk away with a plan on what the best SMSF option is for you.Registrations for the webinar are open now, please register here.
Update: View a recording of the webinar:
If you would like to view a recording of the eWorkshop that accompanied this webinar, please email Chloe for the link.
Phone: 1300 889 282