Self Managed Superannuation Funds

Neil White Financial Services are specialists in showing you how to legally place a direct property with or without borrowings in your superannuation fund and also provide a fully comprehensive service to assist you with all the technical aspects of setting up and maintaining your own super fund.

Are you asking yourself the following questions?

  • How do I take control of my super?
  • How many members can be in the fund?
  • What investments can be purchased and from whom can they be purchased?
  • Should I use a corporate trustee or member trustees?
  • What are the trustee’s legal responsibilities?
  • Can the fund borrow for property and other investments?

A Self Managed Superannuation Fund (SMSF) is a superannuation fund that allows you as owners (members) to keep control of and track the performance of the fund. You the owner (member) decide how the fund will operate and what investments the fund will invest in.

Having your own managed superannuation fund provides you with an opportunity to make the decisions as to how your funds are invested and how the fund is operated. You have the flexibility to alter your fund’s investment strategy as and when required. Because of the significant taxation concessions available for a SMSF they have become a powerful wealth creation vehicle enabling ordinary Australian’s to maximise their income and lifestyle in retirement.