Superannuation is a tax-effective and flexible way to build wealth for retirement.  If you already have reasonable retirement savings, a self managed superannuation fund (SMSF) may be the best way for you to continue building your wealth.

Whether you are working and saving for the future, or have already retired, it is important to get the structure of your superannuation right to avoid problems later.  Good structuring and advice is critical if you wish to maximise the payout you receive when you retire, or that your dependants and others receive in the event of your death or disablement.

Apex Partners can advise you on whether a SMSF suits your circumstances and can establish one for you. All members of SMSFs are trustees or directors of a trustee company and we can provide the resources and education to assist you with meeting your obligations.

Related Articles:

• FAQ - Self Managed Super
• FAQ - Property in your SMSF
• Want to Borrow in Super?
  
• Thinking about Self Managed Super? (ATO publication)
• What you need to know about setting up a SMSF (ATO publication)
• Role and Responsibilities as a SMSF Trustee (ATO publication)

To discuss your requirements in person, please contact us on 1300 856 338.