Self-Managed Super Fund (SMSF)
Self-managed super funds are not for everyone; they are a type of superannuation fund for retirement purposes with different benefits and features. They can be quite complex and can be used for a number of different reasons. Clients come to us to gain a better understanding of self-managed superannuation funds and to determine if a self-managed super fund is appropriate for their retirement needs.
At Eucha Private Wealth, clients have benefited from our SMSF experience and speciality in this area.
Do I need an SMSF?
Choosing to start or continue to manage your own self-managed super fund can be a way to gain flexibility and control over your retirement; however, it is also a big responsibility and can take a lot of time and effort to manage and maintain correctly. At Eucha Private Wealth, we have the expertise to help you understand what’s involved and what your responsibilities are with your self-managed super fund. We can help with the investment choices within your self-managed super fund and work together with your accountant. We can also help with discovering if a self-managed super fund is right for you.
Am I using my SMSF the right way?
Eucha Private Wealth can develop a financial plan that can help build a diversified investment portfolio.
How do I get out of my self-managed super fund?
At Eucha Private Wealth, our advisers have the skills, knowledge, and expertise in the specialised field of self-managed super funds. There is a process to closing or winding up a self-managed super fund; this can be different depending on what is held within your self-managed super fund, and if you are in the accumulation or pension phase. Getting the right advice is one of the most important steps to ensure you are making the most appropriate decisions for you and your self-managed super fund.