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superannuation investment self managed super fundsSelf-Managed Superannuation Funds (SMSFs) are an effective vehicle for individuals (and their families) to take control of their superannuation.  Ownership and control of all assets of the Super Fund are closely aligned in SMSFs.

SMSFs continue to grow in popularity, with this growth largely due to a desire by individuals to have more control over their superannuation investments and strategies.  When you add the flexibility of investment options, the tax planning and estate planning opportunities and the relatively low fees, you can see why more and more Australians are choosing to go down the SMSF path.

Segue has been helping clients manage Self-Managed Superannuation Funds since 1997.  

We can assist you to establish and run a Self-Managed Super Fund to benefit you and your family. 

Our team of industry experts can ensure you:

  • A fund that is managed diligently and within the ATO’s requirements;
  • Receive appropriate ongoing advice to ensure your Self-Managed Superannuation Fund continues to meet your needs;
  • A portfolio that is actively managed to ensure your investments are working hard for you, even when investment markets aren’t;
  • Are provided with access to investment strategies and options not readily available through most mainstream superannuation funds;
  • Benefit from strategies that improve tax efficiency, improve eligibility to government pensions and improve the effective transfer of superannuation assets from one generation to the next; and
  • Are relieved of the administrative burdens associated with SMSFs by having this arduous task performed in-house.

The benefit of working with Segue for your SMSF needs is the ability to have your SMSF as the centre of your financial strategy and leverage off its features and benefits to ensure its positive contribution towards the achievement of your short and longer term financial goals.

Contact Segue Financial Services today on 9509 1599 to find out more. It's never too soon to plan for your future.

Segue Financial Services

Ground Floor, Suite 2

307-313 Wattletree Road

Malvern East VIC 3145

Phone: 9509 1599

Fax:+61 (03) 9509 1577

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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