Self Managed Super Funds (SMSF) Perth WA
Administration Information & Funds Management Event
Find out if a Self Managed Super Fund (SMSF) is for you
If you are after more information about Self Managed Super Funds in Perth, then register for an informative SMSF information seminar hosted by Clime Super or join our email listing.
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SMSF & Estate Planning Insights
What is a Self Managed Super Fund (SMSF) and why are they so popular in Perth?
Will a Self Managed Super Fund help you?
A self managed super fund (SMSF) is a special form of superannuation that's established in order to deliver retirement income for the members of that fund. Beneficiaries of a particular SMSF are also its members. SMSFs must exist for the sole purpose of providing retirement funding, established by passing the ‘sole purpose’ test.
Self Managed Super Funds have increased steadily in popularity from the Global Financial Crisis and now constitute the primary type of superannuation in Australia. We believe that this is because SMSFs offers you the most control and flexibility. In Australia, an SMSF can have up to 4 members, most being set up by couples (though others can have a SMSF).
Perth Self Managed Super Fund (SMSF) Administration & Management Services
Clime Super's Self Managed Super Fund (SMSF) Administration & Management Services in Perth
With a self managed super fund, you truley have the power over your own investments.
With more power over your investments also comes more substantial responsibilities. As a trustee or director of a SMSF this burden is onto you and 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 Perth, who will take the administrative burden off you for substantially less than your typical high-street accountant.
Is a Self Managed Super Fund (SMSF) for you? | Perth Super Solutions
A Self Managed Super Fund (SMSF) is not necessarily for everyone in Perth
Before you enter into a self managed super fund you need to make sure you understand some of the key responsibilities. It can take time to set up your self managed super fund and you need to have the money to invest in order to make the venture worthwhile. You should also make sure that what you are interested in investing in isn’t something that ordinary funds already cover. A self managed super fund usual requires a bit more thought and consideration when deciding where to invest and will not always take the safest option.
I you want to be able to control your investments and get a greater return, contact Clime Super Perth to find out how we can help you become self-sufficient in the investments market.
Clime can also help you by planning and running you self managed super fun, using our knowledge of investing to insure you always make money, often twice as much as a regular super fund.
With a self managed super fund your ensuring you have more money for the future; Register now for a Discrete Share Portfolio with Clime Asset Management for a SMSF Set Up or Restructure offer
Coming Up | SMSF & Estate Planning Insights – Perth, WA
May 13 @ 1:00 pm - 2:30 pm; State Library of Western Australia – Great Southern Room, 25 Francis Street, Perth, WA 6000 Australia
Coming up in Perth, one of the latest in our series of seminars on Self Managed Super Funds is SMSF & Estate Planning Insights. The seminar will be hosted by One of Clime Asset Managements’ SMSF advisers, Michael Kloeckner, and he will explain to you what you should expect from the cost effective Self Managed Super Fund (SMSF) administration and accounting service offered by Clime Super, and discuss setting up a multi-asset portfolio for your SMSF.
Michael will offer estate planning insights to help you avoid your wishes not being met.
Michael Kloeckner B Com LLB Dip Fin Super
Director Private Clients and Head of Clime Super
Enduring, general and corporate powers of attorney
Advanced Health Care Directives and Medical Guardianships – Beneficiary
Estate plan approaches to reduce tariffs and maximise asset protection
Capital and measured protected testamentary trust wills
Multi-Asset SMSF Funds Management
Binding/non-binding lapsing/non-lapsing death nominations
Re-contribution and SMSF company trustee insights
Clime Super will also offer SMSF information seminar attendees:
FREE estate planning health check
FREE SMSF re-structure or establishment offer*
FREE Clime Super SMSF Health check via the phone
FREE share portfolio assessments^
*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 Event | SMSF & Estate Planning Insights – Perth, WA
March 10 @ 9:00 am - 11:00 am;
State Library of Western Australia – Great Southern Room, 25 Francis Street, Perth, WA 6000 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 estate planning and investing with Clime, as well as revealing how your needs can be met.
The information provided on this webpage and the rest of clime.com.au and its associated websites is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.