Self Managed Superannuation Funds
Self Managed Superannuation Funds continue to be an attractive investment vehicle for retirement and wealth creation.
A self managed superannuation fund can have up to four members, all of whom must be trustees, and all trustees must be members.
Why?
Full control over your assets
Investment choice and flexibility
Tax effective
Cost effective
The ability to work closely with a trusted adviser for individual attention and advice
The ability for the SMSF to borrow to invest in property
Protect assets from bankruptcy
What can an SMSF invest in?
Property
Shares
Managed Funds
Cash, Term deposits, Fixed Interest
Art, Collectibles
Derivatives
Structured Products
Protected Investments
By establishing an SMSF and working closely with your Jonas Wealth Management adviser you can benefit from the following:
Cost effective fund set up and management
Personalised Strategic advice
Compliant administration
On-going reporting