Is an SMSF right for you?
Self-managed superannuation funds (or SMSFs) are a way of saving for your retirement.
The difference between an SMSF and other types of superannuation funds is that the
members of an SMSF are usually the trustees. This means that the members of the
SMSF run it for their own benefit and are responsible for complying with Australian
superannuation and taxation laws
Download our guide to SMSF for more information.
Everalls Wealth Management provides services to help you with superannuation and retirement. We can help you with:
- Redundancy advice
- Planning for retirement
- Transitioning to retirement
- Superannuation advice and strategies
- SMSF advice and management
- Superannuation portfolio management services
- Estate and succession planning services
To make an appointment with one of our advisors, contact us today. We will take the time to assess your position and provide you advice for the best way to move forward.