What is an SMSF?
A tale of trusts, compliance and taking charge
A self managed super fund is a way of taking control of your super yourself, rather than through a fund manager.
It’s essentially a private super fund run jointly by its individual members, created as a trusteeship that yields benefits to its members upon retirement, much as a traditional super fund would.
SMSF trusts can have up to four members (often husbands, wives or other family members) and like all super funds, their purpose is to help you and other fund members save for retirement.
There are strict compliance and reporting requirements with an SMSF, as it’s governed by Australia’s complex super laws.
Why work with Financial Pulse?
We bring specialised expertise to the table, that’s both impartial and safe. We stay on the pulse of the latest investment opportunities and compliance requirements. We offer more innovative solutions than a traditional accountant, and have a nimble, proactive approach to helping you grow your super.
Why Choose Us?
Personal
We build strong personal relationships with our clients in a ‘family-orientated’ business.
Experienced
A young, enthusiastic team of advisers are always here to help.
Results Based
Our financial specialists ensure you get the optimum results.