TAKE ADVANTAGE OF A SELF MANAGED SUPER FUND
Have direct control over your financial outlook in retirement
Your Super Fund will always be one of your main investments, so it's vital you take it into consideration long before your retirement. Failing to do so could have significant negative impact on your financial outlook in retirement and in turn impact your lifestyle.
At Newport Financial, we have the breadth of experience needed to create you a tax-effective Super strategy. By keeping up with the latest changes in legislation, our team can develop a plan that will build you a sizeable nest egg for retirement and we’ll also review your options as circumstances change.
To learn more about how you can take advantage of a Self-Managed Super Fund (SMSF),
call our team now on (02) 8644 0696 or contact us now.
How does a Self-Managed Super Fund Work?
A Self-Managed Super Fund (SMSF) gives you control over your own investment portfolio and the ability to invest in non-traditional investment options. However, the Australian Taxation Office (ATO) now checks over 80% of all applications, so it really pays to have professional expertise on your side when filing for a Self-Managed Super Fund.
To help you manage your Super Fund without the burden of compliance and reporting obligations, we provide an optional Self-Managed Superannuation Fund Administration service. This includes 3 areas of expertise, including:
Management
Investments
Legal Obligations
Allocate Investment Transactions
Automatic Investment Feeds
Secretarial
Data Entry
Performance Reports
General Ledger and Member Benefit Reports
Preparation & Communication
Annual Returns
Quarterly GST Returns
Auditor Liaising for Audit Reviews
To speak with an industry-leading financial advisor at Newport Financial about your Self Managed Super Fund, call our team now on (02) 8644 0696 or contact us now.
