Self Managed Super Funds (SMSF) Sydney NSW
Management & Administration Information 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 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.
June 2 @ 10:00 am - 11:30 am; Clime Super Office – Sydney, Level 7, 1 Market Street, Sydney, NSW 2000 Australia
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.
Michael Kloeckner B Com LLB Dip Fin Super
Director Private Clients and Head of Clime Super
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.
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.
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.