A Self-managed Super Fund (SMSF) is a superannuation trust structure that provides benefits to its members upon retirement. The key factor that distinguishes between SMSF’s and other super funds is that they follow a management structure where in which SMSF members are also the trustees of the fund. When you utilise a SMSF, you have the advantage of having the ability to control the fund in way that trustees have when it comes to tailoring the fund to meet your individual needs.
Lockwood Partners also has a wealth division which has a team of financial advisers that provide a full range of superannuation services to help you structure your fund in order to assist you in making investments and receive lump sums and pensions.
Together we can assist you with:
- Developing effective wealth creation and tax effective strategies through superannuation.
- Ensuring fund compliance with all statuary obligations.
- Independent audit services to Self-managed Superannuation Funds.
For more information, visit our Provide Wealth website here.