We all want to make the right choice when it comes to those big financial decisions, especially when we are looking towards our inevitable retirement. At D&M Financial Services, our goal is to help make those decisions easier for our clients including assessing whether an SMSF is right for you.
The establishment of a self-managed super fund (SMSF) is one of the largest single investments you can make and is a vitally important, tax-effective investment vehicle that will factor into your long-term financial stability. Unfortunately, many people choose to stay with an underperforming super fund, simply because the decision to become a trustee of their own self-managed fund is too much of a daunting decision to make on their own. This is why it’s so important to seek advice from an independent financial planner who can professionally assess if an SMSF is right for you.
Your financial planner can discuss with you your obligations as a trustee so that you have a better understanding of what is required of you. Just some of your requirements include creating a trust deed, registering your fund, managing your investments, reporting, auditing and more.
D&M Financial Services holds it’s own Australian Financial Services Licence (AFSL) and is completely independent. This means the advice you will receive from us is completely unbiased, transparent and 100% in your best interests. We are not affiliated with any banks or organizations so you have complete peace of mind that the advice we provide you regarding your SMSF will be in your best interests, and yours only. Additionally, we are formally endorsed by the Self-Managed Superannuation Funds Professionals’ Association of Australia as self-managed super fund specialist advisers.
For expert financial advice in greater Melbourne including Pakenham, Beaconsfield, Berwick, Narre Warren, Officer, Clyde and Clyde North, contact D&M Financial services today.