Self-Managed Superannuation

We have found that more and more people want to take control of their superannuation and don't want to pay large fees each year for fund managers to make average returns. A self-managed super fund provides the perfect vehicle for those with an interest in managing their own retirement nest-egg.

Murray Nankivell can advise you on just how a self managed super fund works, help you set up your fund, support you in placing investments, prepare annual financial statements and tax returns and organize the required audit, and advise you on how you get your money back out on retirement.

This has become a rapidly growing part of our business, so we have responded with dedicated teams with specialized training and specially designed software. Tony Bedworth is an Authorised Representative of the Lonsdale Financial Group and a qualified Financial Planner, so he can provide advice on all aspects of "do it yourself" super, including investments.

 

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Self Managed Super Funds Explained