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

mm

Manager & SMSF Specialist Advisor at Superfund Partners. I'm the person who oversees the day to day operations of Superfund Partners and it's my job to ensure our clients receive the best possible service. Although I have many years experience looking after the accounting functions of SMSF clients I'm not an accountant by trade. My passion and qualifications reside squarely on the advice side of the business. I love the challenge of helping people reach their goals. The satisfaction I get from knowing that I've helped another person stay on track or reach something they've been aiming for is what makes me come to work each day and love the job I do. Outside of the office, along with running around after a 4 year old, I love keeping active and getting to the beach any chance I can get. I am recognised as an SMSF Specialist Advisor with the SMSF Association.