SMSF

SMSF - Are you the one that stands out from the crowd?

Self Managed Superannuation Funds continue to be an attractive investment vehicle for retirement and wealth creation.

A self managed superannuation fund can have up to four members, all of whom must be trustees, and all trustees must be members.

Why?

  1. Full control over your assets
  2. Investment choice and flexibility
  3. Tax effective
  4. Cost effective
  5. The ability to work closely with a trusted adviser for individual attention and advice
  6. The ability for the SMSF to borrow to invest in property
  7. Protect assets from bankruptcy

What can an SMSF invest in?

  1. Property
  2. Shares
  3. Managed Funds
  4. Cash, Term deposits, Fixed Interest
  5. Art, Collectibles
  6. Derivatives
  7. Structured Products
  8. Protected Investments

By establishing an SMSF and working closely with your Bluewater adviser you can benefit from the following:

  1. Cost effective fund set up and management
  2. Personalised Strategic advice
  3. Compliant administration
  4. On-going reporting