Debbie is a Limited Authorised Representative of Merit Wealth and provides advice in regards to the set up, processing and administration of Self Managed Superannuation Funds.
Self-Managed Super Funds (SMSF) can offer a range of benefits and opportunities for retirement savings and investment, including:
- Control: SMSF provide the opportunity to manage one's own retirement savings and investments.
- Flexibility: SMSF offer a wide range of investment options, including property and other assets, that may not be available in other types of super funds.
- Tax benefits: SMSF can offer tax benefits, such as deductions for contributions and lower tax on investment earnings, compared to other investment options.
- Estate planning: SMSF can provide the opportunity to plan for the transfer of wealth to future generations.
- Cost savings: SMSF may have lower fees compared to other types of super funds, due to the reduced costs associated with self-management.
To set up and manage an SMSF, you should consider the following:
Seek advice from Debbie at Griffin Hancock & Moffitt to understand the benefits and risks of SMSF.
Consider the time, resources, and expertise required to manage an SMSF.
Consider succession planning, such as transferring control of the SMSF to future generations, to support long-term success.
GHM Pty Ltd (ASIC No. 1238638) ABN 73 064 184 925 is a Corporate Authorised Representative and Debbie Wessling is a Limited Authorised Representative (ASIC No.1238630) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
General Advice Warning
The information contained on this website/brochure/video/blog has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
