SMSF

A Self Managed Superannuation Fund (SMSF) is a specialised superannuation fund that can be established for up to four people for the sole purpose of providing retirement benefits to its members. In other words, it’s your own super fund. Some would call it even the D.I.Y. fund.

SMSFs are popular due to the number of key benefits you enjoy that include:

  • Privacy
  • Flexible Investment Choice
  • Ability to Borrow
  • Agility
  • Control
  • Cost Effectiveness
  • The availability of family member fund
  • Multi generation income streams
  • Advantages regarding paying insurance premiums
  • tax planning
  • estate planning
  • asset protection from bankruptcy and
  • Most importantly you personally become involved in actively developing and monitoring your future retirement

AMP Financial Planning can help you set up your own Self Managed Super Fund. An authorised SMSF specialist Financial Adviser from AMP Financial Planning will sit down with you and asses various strategies, recommendations and possible investment opportunities, depending on your circumstances.

As advisers we can advise on a range of topics like:

  • Starting a SMSF
  • Setup of Bare Trusts or Holding Trusts
  • Advice on Investment Property within your SMSF
  • Reviewing your Investments
  • Starting or commuting a pension
  • Advice on centrelink and your SMSF
  • Borrowing to invest within your SMSF

We specialise in AMP SMSF Solutions

Why AMP SMSF Solutions?

AMP SMSF Solutions makes it easy for you to run your own SMSF. We help keep the day-to-day paperwork in check so you have the time and freedom to focus on what matters to you.

With AMP SMSF Solutions you can choose the administration package that best meets your needs. And as your needs change, so can the package you use. Talk to us today about your SMSF needs.

SMSF picture

 Simply call 03-98999818 to contact us, or fill in the online request form, and we’ll contact you at your preferred time and day.