Is self-managed super right for you? – FREE WEBINAR

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:

• Suitability
• 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. 

Chloe-Ward-1-1024x682

Chloe Ward

SMSF Manager

chloe.ward@superfundpartners.com.au 

Phone: 1300 889 282

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SMSF Specialist at Superfund Partners. I love working in the SMSF space. Self-managed super funds are more than just a savings vehicle - they enable people to truly take control of their financial situation which is key to achieving happiness. I can assist with SMSF setup, SMSF tax and accounting, SMSF pensions and ensure SMSF investments comply with the SMSF laws and regulations.