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SMSF Brisbane

Self Managed Super Funds (SMSF) Brisbane QLD
Administration & Management Event

Live in Brisbane; Find out if a
Self Managed Super Fund (SMSF) is for you

Self Managed super fund SMSF Information Seminar Brisbane, Gold Coast, Sunshine

If you are after more information about Self Managed Super Funds in Brisbane, register for a SMSF information evening hosted by Clime Super | Clime Asset Management or stay up to date with our mailing list.

Do you need an administration and accounting service?

improve your SMSF portfolio

SMSF & Estate Planning Insights

Is a SMSF for you?


Self Managed Super Fund (SMSF): What are they & why are they popular in Brisbane?

How can a Self Managed Super Fund (SMSF) help you?

A self managed super fund (SMSF) is a unique form of superannuation that is established to deliver retirement income for its members. Beneficiaries of a SMSF are its members. SMSFs must only exist for the sole purpose of providing retirement income. SMSFs can only be established by passing the ‘sole purpose’ test.

Most SMSFs are set up by couples (though others can have a SMSF). In Australia, an SMSF can have up to no more than four members. Self Managed Super Funds have increased in popularity since the GFC and they now constitute the primary type of superannuation fund in Australia. We believe that this is because SMSFs offers the most control and flexibility over your investments and retirement.

Brisbane Self Managed Super Fund (SMSF) Management & Administration Services

Clime Super Brisbane Self Managed Super Fund (SMSF) Management & Administration Services

With a self managed super fund you have the power over all your investments.

However, with greater power over your investments comes substantial responsibilities. As a trustee or director of a Self managed Super Fund (SMSF) this burden is onto you; you have to make sure no laws are broken, to invest appropriately and to keep all your self managed super assets separate from your individual assets.

The good news is that your SMSF administration and management can be outsourced to specialist consultants such as Clime Super, who take the administrative burden off your hands for substantially reduced costs than your typical high-street accountant.

Main Advantages of a Self Managed Super Fund (SMSF) in Brisbane

There are a number of advantages to running your own self managed super fund

When you run a self managed super fund in Brisbane you have greater control, more flexibility and tax planning benefits which stem from it. Things such as greater flexibility of tax planning and access to franking credits will save you lots of money for your future.

To increase your pension, there is no better path than a self managed super fund in Brisbane. With access to your own super fund, you can directly influence what you are investing in, a luxury not available when linked with other superannuation accounts.

Clime Super Perth allows you to outsource the planning and maintenance of you self managed super fund with us. We will take a lot of the pressure that comes with investing leaving to live your life comfortably in the knowledge that your future is secure.

Register a Discrete Share Portfolio with Clime Asset Management today for a Restructure offer or SMSF Set Up.

Comping Up | SMSF & Estate Planning Insights Workshop – Brisbane, QLD

May 25 @ 2:00 pm - 3:30 pm;

Kedron-Wavell Services Club 375 Hamilton Road, Chermside South, QLD 4032 Australia


Price: Free

Coming up in Brisbane, the latest in our series of seminars and workshops on SMSF is SMSF & Estate Planning Insights. The seminar workshop will be hosted by One of Clime Asset Managements’ SMSF advisers, Michael Kloeckner. Michael will explain what you should expect from the cost effective Self Managed Super Fund (SMSF) administration and accounting service offered by Clime Super, and discuss whether setting up a multi-asset portfolio for your SMSF.

Michael will offer strong estate planning insights throughout the workshop to help you avoid your wishes not being met.

Speaker:

Michael Kloeckner B Com LLB Dip Fin Super
Director Private Clients and Head of Clime Super

Agenda:

Corporate, enduring and general powers of attorney

Multi-Asset SMSF Funds Management

Binding/non-binding lapsing/non-lapsing death nominations

Capital and measured protected testamentary trust wills

Estate plan approaches to reduce tariffs and maximise asset protection

SMSF company trustee and re-contribution insights

Advanced Health Care Directives and Medical Guardianships – Beneficiary


Clime Super will also offer SMSF information seminar attendees:


FREE Clime Super SMSF Health checks (by phone)

FREE estate plan health checks

FREE share portfolio assessment^

FREE SMSF re-structure or establishment offers*

*with establishment of Clime Discrete Share Portfolio service available to Wholesale clients only, as defined by the Corporations Act.
^for sophisticated/wholesale investors as defined by the Corporations Act.

Past Events | SMSF & Estate Planning Insights Workshop – Brisbane, QLD

March 12 @ 5:00 pm - 6:30 pm;

(Finished)


Kedron-Wavell Services Club 375 Hamilton Road, Chermside South, QLD 4032 Australia

Key Speaker and SMSF adviser Michael Kloeckner explains what to expect from a cost effective Self Managed Super Fund (SMSF) administration and accounting service with Clime Super Perth; discussing setting up a multi-asset portfolio within your SMSF. Michael will offer valuable insights into investing your future into a self managed super fund and how you could earn more than you ever imagined, proving you a great base for your future.

SCRIPTS - Roger Montgomery, Value Investment Insights Sydney