An increasing number of Australians are choosing to build wealth and provide for their retirement through a self-managed super fund (SMSF). Typically, people who have or want their own SMSF are looking to take on more responsibility themselves and have a greater say in how the capital is invested. What we also find is that there are quite a few people who should not have a SMSF! We can help determine whether having your own SMSF is right for you. 

As a trustee of your SMSF, you become responsible for managing your SMSF according to its trust deed and the laws and rules that apply to SMSFs. But: What’s involved? How do you invest and what would you invest in? What are the advantages and disadvantages for you? Is there compliance obligation and who does it?

Saracens offers a SMSF advisory and administration service and may answer all your questions about SMSFs, including advising on the best strategies to meet your investment goals and help you through the steps involved in meeting your trustee’s obligations. Saracens may help with the establishment and administration of your fund. Generally speaking, most of the value we add to our clients comes from our strategy and investment advice. We will work closely with your other specialists to make sure you are making the most of the opportunity.

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