Having greater control over your investments is the number one reason why so many people move their retirement savings to a self-managed super fund.
And that’s what you get, control and the ability to include other family members in the decision and investment making process.
At Echelon, we are specialist Self Managed Super advisers. We help make this happen for our clients. So whether you are in your 30`s – 40`s or you are approaching your 50`s – 60`s, these are all important moments. We can help you set the course and navigate the opportunities and strategies that will shape and frame your future, build capital and produce long-term income.
Greater control which means more investment opportunities.
This doesn't come without work.
It does mean that you can include other people in your SMSF. Pool your balances and decide where your money and future contributions should be invested.
You can create investment strategies, choose your investments and consider some unique tax and investment opportunities.
Managing your own Selfie gives you a higher level of control of your financial future, but it can also take up some time. That’s where the Echelon SMSF admin team come in. We keep the day-to-day paperwork under control and use the best technology to provide you with real-time reporting so that you can check in to your Selfie whenever you want.
With regular newsletters and strategic reviews, we will help you to get the most out of your SMSF, and we are always there to help you run your fund so that from a compliance point of view that you are on course, safe and “swimming between the flags.”
At Echelon, we know our SMSF stuff, so if you have a few questions and would like to have an informal chat about your current arrangements or to see if a Self Managed Superfund might be a fit for you?
Get in touch with the links below...