Self Managed Super Funds

Self Managed Superannuation Funds (SMSFs) are a segment of the superannuation market in both the accumulation and retirement phase.

Some of the reasons you may consider a SMSF include:
  • Greater control over investments
  • More investment choice via both direct assets, i.e. shares and property or via managed funds
  • Potentially lower fees (depending on amount invested and how invested)
  • Ability to use gearing (borrowings) to purchase assets, i.e. property

At PY Financial Services we have assisted many clients with their SMSFs. We are able to assist and provide advice in relation to:

  • Whether a SMSF is appropriate for you
  • Establishment of a new fund
  • Investment Strategies
  • Investment advice and implementation
  • Borrowings to purchase assets
  • Administration
  • Legislative Updates
  • Compliance
  • Regular Reviews

If you would like to know more about how we can help you establish a SMSF or whether it is appropriate for you please get in contact.