SMSF: Self managed super funds with 50Plus

DIY superannuation, guided by the wealth management experts

Self managed super funds (SMSF) or DIY super funds are becoming increasingly popular ways for individuals to save for retirement, generate retirement income and to complement estate plans. At 50Plus, we help you to devise the right financial planning solution for your needs, guiding you each step along the way to help you safeguard your financial future. 50Plus is a progressive financial planning and wealth management group that serves the needs of clients in Bendigo, Melbourne, Regional Victoria and the Gold Coast. For ten successful years, our team of dedicated professionals has been helping clients to achieve a whole range of financial and lifestyle goals. With a strong focus on self managed superannuation, we help clients to develop solutions specifically tailored to their situation. When it comes to DIY super, 50Plus offers the guidance and support you need.

Self managed superannuation services: What we can offer

The major advantage of self managed super funds is that it gives you the ability to manage and control your own superannuation, allowing you complete control over the types of investments used to fund your retirement, as well as greater flexibility, and, often, lower costs. What's more, with a DIY superannuation fund, you always know where your funds are invested and what fees you are paying- a level of transparency that is often not possible with retail managed funds. 50Plus, we can help you to determine whether a SMSF is the best solution for your needs by closely analyzing your situation, and providing detailed recommendations for the best course of action. Once a pathway is agreed upon, we guide you through each step of the self managed superannuation process, including:

• establishment of your new SMSF - including trust deed provision
• coordination of corporate trustee establishment (if applicable)
• complete administration of your fund
• online internet access to your super fund account
• complete reporting service
• Investment Strategy preparation and review
• ongoing strategy planning
• coordination of taxation return & audit - through your accountant or our accounting associates
• estate planning services

DIY super with the professionals you can trust

All of our financial planners are members of the Financial Planning Association (FPA), Superannuation Professionals Association of Australia (SPAA) and the Responsible Investment Association (RIAA). This means that when we advise you on DIY superannuation and related matters, you can be sure that you're always getting professional, qualified opinions. So choose the superannuation experts. Contact 50Plus now and see how a self managed super fund could benefit you!