Clime Asset Management - Value Investing | Free Stock Market Insights

Value Investing | Free Stock Market Insights, Investment Insight, Weekly Reports, Portfolio Management, Stocks Valuation, Commentary, Reporting, Current Research, Alan Kohler, Eureka, Roger Montgomery Sydney NSW | Melbourne VIC | Adelaide SA | Brisbane QLD | Perth WA

logo - Value Investment Sydney NSW Australia

phone - John Abernethy, Free Stock Market Insights Sydney NSW Australia

Call: 1300 788 568

Value Investing

Level 7, 1 Market Street, Sydney, NSW, 2000

SMSF Sydney

Self Managed Super Funds (SMSF) Sydney NSW
Management & Administration Information Event

Find out if a Self Managed
Super Fund (SMSF) is for you

Self Managed super SMSF Information Seminar Sydney

If you are after more information about Self Managed Super Funds in Sydney, register for an informative SMSF information seminar hosted by Clime Asset Management or join our informative mailing list.

Is a Self Managed Super Fund (SMSF) for you?

Improve your SMSF portfolio

SMSF & Estate Planning Insights

Do you need an administration and accounting service?


Self Managed Super Fund (SMSF); What are they and why are they so popular in Sydney?

Can a Self Managed Super Fund (SMSF) help me?

A self managed super fund (SMSF) is a type of superannuation that is established to deliver retirement income for the members of that fund. The beneficiaries of a particular SMSF are also its members and the SMSF must exist for the sole purpose of providing retirement funding, established by passing the ‘sole purpose’ test.

In Australia, an SMSF can have up to four members with most set up by couples. Self Managed Super Funds have grown steadily in popularity since the Global Financial Crisis and now constitute the main type of superannuation fund in Australia. SMSFs offers the most flexibility and control.

Self Managed Super Funds (SMSF) Administration & Management Services Sydney

Self Managed Super Funds (SMSF) Administration & Management Services in Sydney by Clime Super Sydney

With a self managed super fund, YOU have complete power over YOUR investments.

However, with greater power over your investments also come substantial responsibilities. As a trustee or director of a SMSF the burden is on you 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, your SMSF administration and management can be outsourced to specialist consultants such as Clime Super Sydney, who take on the administrative burden for substantially less than your usual high-street accountant.

Opening a Self Managed Super Fund (SMSF) in Sydney

What is need to open a Self Managed Super Fund in Sydney?

If you like the idea of being able to regulate your own assets by entering into a self managed super fund then contact Clime Super Sydney and find out how we can help you get started on the path to self-sufficiency.

When you create your own self managed super fund with Clime, YOU are responsible for your own retirement investments. We can help you with an investment strategy that will return higher profits than you would see from an industry fund.

There really is no better super planner in Sydney. A self managed super fund leaves you in charge, or you can outsource the planning and maintenance of you self managed super fund with Clime Super Sydney, comfortable is the knowledge that you have a plan for your future.

Greater control means more money for your future; register for a Discrete Share Portfolio with Clime Asset Management for a SMSF Set Up or Restructure offer.

Coming Up | SMSF & Estate Planning Insights – Sydney, NSW

June 2 @ 10:00 am - 11:30 am;

Clime Super Office – Sydney, Level 7, 1 Market Street, Sydney, NSW 2000 Australia


Price: Free

Coming up in Sydney, the latest in our series of seminars on SMSF 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 our cost effective Self Managed Super Fund (SMSF) administration and accounting service, and discuss setting up a multi-asset portfolio for your SMSF.

Michael will offer valuable estate planning insights, and 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:

Multi-Asset SMSF Funds Management

SMSF company trustee and re-contribution insights

General, corporate and enduring powers of attorney

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

Measured and capital protected testamentary trust wills

Estate planning approaches to minimise tariffs and maximise asset protection

Medical Guardianships and Advanced Health Care Directives – Beneficiary


Clime Super will also offer Self Managing Super Fund information seminar attendees:


FREE estate plan health check

FREE SMSF establishment or re-structure offer*

FREE share portfolio assessment^

FREE Clime Super SMSF Health check (via the phone)

*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 – Sydney, NSW

May 13 @ 1:00 pm - 2:30 pm;

(Finished)


Clime Super Office – Sydney, Level 7, 1 Market Street, Sydney, NSW 2000 Australia

Key Speaker Michael Kloeckner explains what to expect from a cost effective Self Managed Super Fund (SMSF) administration and accounting service with Clime Super Sydney; 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.

SCRIPTS - Roger Montgomery, Value Investment Insights Sydney