A Squared Financial Solutions Adviser may provide advice on self managed superannuation as a part of your financial plan. They have access to comprehensive and independent research that helps them decide which superannuation strategies are right for you.

What is a Self Managed Superannuation Fund (SMSF)

You can be the trustee of your own superannuation fund via a Self Managed Superannuation Fund (SMSF). This means you will be responsible for the ongoing management of the fund. By choosing Squared financial solutions you can be assured that we will guide you through the process of making the best investment decision for you and your family. With establishing a SMSF a number of benefits exist such as greater control and access to investments which are unavailable through standard funds. An SMSF also offers a gearing strategy which means you can access a larger asset base. In many instances investments can be maintained without impacting your ongoing cash flow as interest payments can be funded from your current superannuation balance and ongoing 9% contributions. Investing in your superannuation will also allow you to transfer your assets into pension pays, meaning that no capital gains tax will be payable after the age of 60.

Compared to many other superannuation funds, an SMSF can provide control, cost savings, wider investment choice and flexibility.

Your Squared Financial Solutions Adviser can determine if a SMSF is right for you, after they consider your needs and objectives. They can also determine which SMSF strategies will best meet your needs.


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