What is the motivation for setting up a Self Managed Super Fund?

What is the motivation and why set up a
Self Managed Super Fund?

Its Official, the number one reason for setting up a Self-Managed Superfund is… “You’ve got more control with an SMSF because it’s yours. You’re the boss you know exactly where it goes and what you’re investing in.”

Ref; ASIC Report 575  – June 2018

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  • A recent survey by ASIC confirms that around 32% of Self Managed Super Funds established were prompted by discussions around the BBQ and recommendation of a family member. Second to this is those who went out and sought advice from a financial planner (30%).
  • Our business has always been about referrals, from our existing clients, who we work closely with, as well as other professionals who want their clients to benefit from good financial advice.

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