Self Managed Superannuation Funds

Where appropriate we recommend that our clients establish their own Self Managed Superannuation Fund (SMSF), particularly for those looking to have much greater  control and flexibility over their retirement planning.

However, one of the important considerations is of course cost effectiveness, and there needs to be a sufficient balance in superannuation to ensure that this option is a viable one.

With our history of compulsory superannuation contributions, many husbands and wives find that an SMSF opens a much broader investment universe than would otherwise be available.

The new investment options available can include more sophisticated investments, that can include one of the few ways to include borrowing within your superannuation, and often this is combined with capital protection over your investment.

Fund Administration

There are certainly additional obligations that require greater involvement from you when you have your own SMSF. It is critical that your fund remains a compliant one in the eyes of the Australian Tax Office, or the valuable tax concessions may be forfeited.

Recognising this as a specialist role, Vivid Financial partnered with a Chartered Accountancy firm to establish Premier Superannuation Services. The team at Premier can handle all aspects of the establishment and ongoing administrative requirements of your SMSF.