Self-Managed Superannuation Funds

It may be worth considering establishing your own Self-Managed Superannuation Fund. (SMSF). This is one of the fastest growing services we offer, in terms of the number of funds in existence and the amount of funds under management.

At Patrick Rowan & Associates we have a specialised Superannuation team, including a Financial Planner, that help you set up your own fund under the structure that is right for you.

The major advantages of managing your own fund include –

Flexibility – you will be able to select from a wide range of investments that a SMSF can legally invest in. These investments can be monitored and altered regularly to ensure they are providing the best returns possible. Investments could include – Australian shares, International shares, managed funds, unit trusts, direct property, artwork and other collectables.

Cost savings – in general the cost of setting up and administering your own fund will be much lower than the fees charged by a managed fund.

Overall, having a SMSF means you have control over your future. We will support you through every stage of the process from establishment of the fund to monitoring your investments thereby reducing to a minimum any concerns you may have running your own fund.

One of the most important steps is to establish an Investment Strategy for your SMSF. We believe this is one of the most important documents we need to work on - you will meet with our financial planner to discuss your retirement goals, risk strategy and portfolio construction.

It is important that your portfolio be reviewed on a regular basis. We offer a unique Portfolio Review Service for SMSFs.

Contact us to see if a Self-Managed Superannuation Fund is right for you.