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SMSF Advice Sydney .pdf


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SMSF Advice Sydney - Focused Financial Advice
With a Self Managed Super Fund (SMSF), you will have more investment options
compared to other superannuation choices, more tax benefits, better control over your
retirement fund, and possibly more affordable yearly fees compared to common industry
and retail funds.
You might prefer to have control of investments for your SMSF funds. But where can you
invest your SMSF? Investment vehicles such as managed funds, property, shares, and term
deposits are common, but some people are also investing in more unique investments.
Many SMSFs are looking on property purchase even for their business investments. There
are specific rules covering where you can invest your SMSF, hence you should get it right.
One of your vital responsibilities as a trustee is to effectively manage your fund investments.
Your investment decision must be designed in order to protect and maximise your
retirement benefits.
The professional SMSF advice Sydney investors need
It’s high time to seek advice from a professional SMSF advisor if the advantages of SMSF
start to outweigh the convenience of allowing an unknown fund manager. Find an SMSF
advisor who is duly licensed and qualified to provide sound financial advice whether an
SMSF is a suitable investment option for your specific objectives, financial circumstances,
and how the fund must be structured to achieve your specific needs.
You can also consult your SMSF advisor for a full list of investment options. Usually, the
SMSF investment portfolio will include residential and commercial properties, listed shares
(overseas and domestic), cash management accounts, private company shares, term
deposits, managed funds, and more.
Focused Financial Advice has a professional SMSF advisor to guide you in making investment
decisions that optimise your tax advantages and minimise the risks.


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