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A Self Managed Superannuation Fund (SMSF) provides you with control over your superannuation in terms of what you invest in as you are in charge of your own investment strategy giving you a greater ability to ensure you and your family are well taken care of in future years.   An SMSF also allows you and your partner to combine your super, pay one set of fees and choose where you want to put your money whether it be into the stock market, the property market or other alternative investments.

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While many of our clients opt for real property, there are many options for investments within SMSF. This includes commercial and residential investment properties, shares, vehicles, artwork and gold.

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While you can purchase alternative investments within SMSF, it is important to remember that it isn't the right strategy for everyone. There is significant compliance and legislation to be aware of, as well as having a well diversified portfolio to protect your retirement nest egg.

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Vanessa, Kym and their expert accounting team at HM Business Partners are here to support you every step of the way...  These ladies will take care of everything from establishment, opening up bank accounts and co-ordinating rollovers.  The property division can even assist you in the buying process.  The girls will also work with you to ensure your insurance is maintained before you roll out of your current super fund as we don't want to have any gaps of no cover.  With the right advice and strategy, you are able to run your own Family Super Fund, here's just one example...    
There is important stuff you need to know, and you will have loads of questions along the way but we're here to help and hold your hand as we educate you on managing your own super..  We'll also sit down and help explore all your options when deciding if an SMSF is right for you and your family!

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©2023 BY HM BUSINESS PARTNERS
©2023 BY HM FINANCIAL PARTNERS

Liability limited by a Scheme approved under Professional Standards Legislation.

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Financial services are provided to you by HM Financial Partners is an Authorised Representative (#473019) of Sentry Financial Services Pty Ltd (AFSL 286786).

Tax & accounting services are provided to you by HM Business Partners.

Property services are provided by HM Property Partners.

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Warning: The information contained herein is of a general nature only and does not constitute advice. You should not act on any information without considering your personal needs, circumstances and objectives. We recommend you obtain professional financial advice specific to your circumstances. You should read any relevant Product Disclosure Statements before making an investment decision.
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