Is one of the fastest growing forms of Superannuation in Australia today. What does it mean to have a Self Managed Super Fund? What are my responsibilities as a trustee of my own Superannuation? The advisers at Harness Financial Services can answer all your SMSF questions. We will work with you to identify the goals for your SMSF and if you want, offer our strategies to work in support of your desire to manage your own Super. We will take the time to educate you on the responsibilities of managing your retirement savings.
- Do I have an investment strategy?
- Do I have an insurance strategy?
- Do I understand my trust deed?
- Do I understand my responsibilities as a trustee
- I want investment advice
- What is my risk profile?
- How should I invest my money?
- How do I structure personal insurance for the beneficiaries?
- How do I plan for Retirement?
- How do I set up an income stream?
- What assets can I buy in my SMSF?