Self-Managed Super Funds

If so, a self-managed superannuation fund (SMSF) might just suit you.  If you set one up though, it is important that you understand your obligations as trustee of the fund in relation to the running and reporting of the fund.

If you already have a self-managed superannuation fund, we can help assess whether this is still a suitable structure for you and provide advice on investments for the fund.

Self-managed superannuation funds are not suitable for everybody as you must have the ability, time and knowledge necessary to operate a superannuation fund.  Your super balance will also need to be large enough to ensure that the running costs are feasible.  If you are interested in a self-managed superannuation fund, we will help assess whether this is a suitable option for you.
 
SMSFs are becoming an increasingly popular choice as the preferred retirement-savings vehicle for many Australians and 20/20 Advice specialises in providing expert advice in this area to ensure that your fund is compliant and running effectively.
 
The complexities in establishing and administering a SMSF cannot be understated.  The laws and regulations are constantly changing and the penalties for getting something wrong can be severe.  We, at 20/20 Advice will partner with you to ensure your SMSF is, and stays, compliant.  We can help you establish your fund, we will provide ongoing administration and advice, and when and if the time comes, we will be there to wind up your fund correctly.

Having a specialist partner when running your own SMSF, like 20/20 Advice, can save you time, worry and money and make sure you reach your retirement goals sooner.