Superannuation could be your biggest financial asset, after your own home. But for many people, it remains a mystery.
You’ve worked hard for that money, and you might want to have control over it. If you have more than $100,000 in superannuation or a plan that will help you purchase a business use asset a Self-Managed Super Fund (SMSF) can be a good option. But it comes with financial obligations, so you need the support of a trusted advisor.
There are now more than 1,000,000 SMSFs in Australia, representing over a third of all superannuation wealth – and that’s not surprising given many large retail super funds have actually lost money in recent years. But how do you get started?
Leave that to the BPI superannuation experts. We’ll take care of the set-up, rollover of current funds, quarterly reports, audit, tax and compliance needs. All for a fixed quarterly fee, paid directly from your fund.
If you’ve ever stared at your annual super statement wondering where the money actually is, it may be time to make a change.
With a SMSF, you can invest your superannuation the way you want to (including property). You have more flexibility, you can contact the administrator directly (that’s us) to check any details, and there are a few enticing tax benefits as well
It doesn’t need to be complex or risky. So if you think running your own fund might be the right thing for you and your family, contact us to make an appointment or discuss any questions you have.