Know your options when it comes to SMSF

Increasingly we are taking enquiries from clients who wish to take charge of their retirement destiny and manage their own super.  Statistics, published by the ATO for the June Quarter 2020, indicate the largest number of Self-Managed Super Funds (SMSFs) were established in that quarter since 2015/16. 

          If you are wondering why people opt for an SMSF to manage their retirement savings we have put together this short, 4 minute, video to answer all your questions. Superannuation should not be a set and forget investment.  Like anything in life you get out of it what you put into it… The adage holds especially true for superannuation.

The Benefits of a SMSF

          If you wish to discuss self-managed super please contact your Crispin & Jeffery engagement partner.  As a SMSF is a financial product we cannot recommend you establish a SMSF.  If you wish to instruct us to do so, on a “no advice” basis we are happy to assist.

          If you wish to take advice on the suitability of establishing a SMSF for your retirement planning please contact Marcus Ainger our wealth adviser, in our office on 02 9134 6292.