Self Managed Super Funds - Mike Crowley & Associates

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Self Managed Super Funds

The traditional retail superfund is no longer your only option...

A Self Managed Super Fund allows you control of where and when you invest for your future. You can devise a strategy of investment that suits your circumstances and reflects your financial environment. Why let someone, without your involvement, make all the decisions for your financial future?

We have years of experience and are conversant in all aspects of regulations and legislation of SMSF. Our team will work with you to help you take steps to create a secure financial future.

Here's how...

  • Assessing "Is an SMSF right for me?"
  • What can I invest in?
  • What can't I invest in?
  • Administering your SMSF including end of year reporting and tax return
  • Regular reporting - monthly or quarterly

Let's start with how much you want when you retire!

Super calculator
Use this tool to calculate the income you are likely to have from superannuation when you retire. Plus, how contributions, investment options, fees and retirement age affect your retirement income. Start calculating!

To ensure the latest information is included this tool is a link to the Moneysmart website run by ASIC and is subject to their sites conditions and disclaimers. This will link open a new window.

 

Your Strategy for Success.

Using our years of experience and ongoing training, we work with you to create a strategy to suit your circumstances and goals. We can also guide you through the process to transition to retirement.

  • Borrowing to purchase commercial and residential propertySupertools
  • Transferring business premises to your SMSF
  • Minimising super tax on death
  • Transition to retirement strategies
  • Pension strategies

Contact us to discuss your secure future