Self Managed Superannuation
A Self Managed Superannuation Fund (SMSF) or do-it-yourself (DIY) superannuation fund provides a long-term savings facility that primarily provides income for retirement. Today there are a growing number of people deciding to manage their superannuation to gain greater control and flexibility over their financial situation.
Prime's SMSF service can provide the following:
- Investment Strategy & Trust Deed Review;
- Establishment of SMSF;
- Investment Strategy;
- Investment Advice, inc. Direct Equities;
- Strategic Planning;
- Pension Planning, inc. Accumulation to Pension Phase; and
- Single Fee covering Accounting, Tax, Compliance and Advice.
If you currently have a SMSF or are interested in establishing a SMSF it is important that you understand the benefits of this structure as well as your obligations and responsibilities. We can assist you with the establishment and ongoing management of your fund and put in place the most appropriate strategy to suit your particular needs.
