What is it really like to have a Self Managed Superannuation Fund?

McLean Delmo is pleased to present this report aimed at giving potential Self Managed Superannuation Fund (SMSF) trustees some insight into what it is really like to have a SMSF.

Self Managed Super Funds continue to grow in popularity. Establishing a SMSF is the most tax effective structure under current tax laws and is a powerful wealth creation strategy.

We surveyed our current SMSF clients, asking them to share their experiences with SMSFs in areas including:

• Common reasons for starting a SMSF?

• Benefits of having a SMSF?

• Would they recommend having a SMSF?

• Important elements of a SMSF service?

With benefits including control, choice and tax concessions, it is certainly worth considering whether a SMSF is right for you - and we hope this report will be a useful tool in this process.

Click here for the SMSF Survey Report.pdf

For specialised advice about superannuation, please contact Suzanne Luck (Suzanne.luck@mcleandelmo.com.au) or Michael Lavery (Michael.lavery@mcleandelmo.com.au) or call (03) 9018 4666.

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