Have you ever thought of owning a beautiful piece of art or another form of collectible, yet have never had the money? A self managed super fund (SMSF) may be able to assist you to achieve your goals. You should consult an experienced Sydney Financial Planner or Chartered Accountant, before embarking on the path towards a Self Managed Super Fund (SMSF).
A Self Managed Super Fund, often called a SMSF, is a superannuation fund, for 1-4 individuals, run by the fund members or under their supervision directly, whether as trustees or as directors of a company that acts as trustee. This enables the fund members to make direct decisions on how the fund operates and what investments can be chosen, as long as that investment meets the sole purpose test defined by the Australian Tax Office.
The law provides a range of stringent and austere requirements that must be met. A breach of the law can lead to heavy and severe repercussions. It is therefore vital that you consult a Chartered Accountant before you embark on such a path.
Our Financial Advisors work in cohort with Chartered Accountants, Tax and SMSF Lawyers and Mortgage Brokers. With a multi-disciplinary team offering a total service, Navado provides its clients with a unique chance to take advantage of expertise and skill across an array of professional areas. For more information, explore our website or contact our office on (02) 9233 4048.
Navado Financial Advisors Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning. A.B.N. 23 065 921 735. AFSL 229892. This webpage (and any material or wording appearing on this webpage) is provided for information only and constitutes general financial product advice. It does not take into account your objectives, financial situation or needs and you should therefore consider the appropriateness of the advice, in light of your own objectives, financial situation or needs before acting on this webpage. When making decisions about any financial products you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.
If you require financial advice or the assistance of a Financial Planner, you should make an appointment with one of our Financial Planners, who can see you in our Head Office in Sydney CBD or in the comfort of your own home. Our Financial Planners service the following areas:
- Sydney
- Parramatta
- North Sydney
- Hurstville
- Liverpool
- Gordon
- Baulkham Hills
- Campbelltown
- Bondi Junction
