Self Managed Superannuation and DIY Superannuation

Self Managed Superannuation / DIY Superannuation

A Self Managed Superannuation Fund or DIY Superannuation is by far the most flexible, controlled, and most tax-effective vehicle to provide lump-sums or income streams to individuals and their families.

For most of us, more than half of our accumulated wealth will be tied up in our super funds. At a minimum a mandatory 9% of your lifetime income will be transferred into super.

Don't ignore your super - the super strategies you take advantage of today will have a significant impact on your future lifestyle.

Control, flexibility, tax-minimisation, enhanced returns

Investment & Tax Planning - tax can be effectively reduced through the targeted selection of investments. (eg. fully franked shares).
Ultimate Investment Control - your SMSF can invest in direct shares, direct property, managed funds, and other assets.
Investment Leverage - through the selection of specified products your SMSF can leverage your investment exposure.
Wealth Protection & Distribution - as a trustee and member of your fund you have greater flexibility & control over how distributions are made (eg. Estate Planning), and can provide insurance benefits to fund members.
Lower Costs - in some circumstances the running costs of your SMSF will be lower than your alternative retail fund.

Eden is a market leader in the provision of advice, administration services, and investment management within Self Managed Super.

If you are an individual investor looking to establish a SMSF, or need assistance with the management of an existing SMSF, please contact us.

If you are an accountant looking for assistance with compliance, administration, authorised investment advice from an AFSL holder, and ongoing education for your SMSF clients, then Eden can add significant value to your practice.

For more information on self managed super call us on 03 9572 0524 or fill in the form below and we'll contact you.