More than a million Australians now have a self-managed superannuation fund (SMSF) representing over 30% of all retirement savings through superannuation. And that’s not surprising given SMSF’s provide you with significantly greater investment flexibility and better control over how your retirement savings are managed.
However, self-managed super funds don’t just manage themselves.
Entrust partners with self-funded retirees and wealth accumulators to manage their retirement savings and help trustees navigate their way through the compliance and regulatory aspects associated with investing via a SMSF. We’ll work in association with your accountant and solicitor providing advice regarding the establishment, ongoing investment management and related compliance matters.
Our knowledge and experience in this area allows us to provide our SMSF clients with strategic advice for wealth accumulation for retirement, assistance in compliance matters, portfolio management together with contribution and pension management through our banking and cashflow service.