Self-Managed Super Funds in Sydney

Start saving for your future of relaxation and ease with us at First Class Wealth. We can help you plan out your retirement funds, and ensure that you have all of the assets needed to enjoy every bit of your retirement and future.

The best part of all of this is that it doesn’t take much effort on your part to ensure that you have the means necessary to live out a great life post work. There are so many ways to start saving for your retirement, but the most versatile way is through a Self-Managed Super Fund.

With a SMSF, you will be able to have control over the way you invest, manage and build your retirement funds for your future, or the future of your beneficiaries.

SMSF investments are super funds which are controlled by the trustees of the fund. There are two types of trustees available to manage a super fund, including:

  • Corporate – In this case, a company acts as the trustee. Each of the four members required in this case are required to be directors. This allows for a simpler way of recording and registering assets.
  • Individual– Each member is a trustee of the superfund
  • The Benefits of SMSF

    A self-managed super fund is a great way to have greater control over your money and the investments you have made to set up for your future. This not only allows for incredible visibility of your funds, but allows you to gain a better understanding of how your money is tracking. You have more flexibility over the way in which your money is invested, and with the option to have a more cost-effective approach due to the ability to combine with family or other fund members, this is a great alternative to other retirement fund management options.

    To find out more about your SMSF options in North Sydney, including areas like Bowral, Mittagong and other Sydney suburbs, get in touch with our team, and we will begin the process of planning for your future.

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