Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Nathaniel Chell
Director and Financial Adviser
Nat is a financial adviser with extensive experience in the financial advice and accounting professions.
Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and Finance. He is also a member of the Financial Planning Association of Australia.
He has a passion for improving the welfare of our planet and people. His expertise is in environmental and sustainable investment advice. His expertise is ensuring you feel well informed and comfortable with your financial affairs. This is achieved in a way that ensures your prosperity is congruent with the greater good of humanity and the natural environment.
Nathaniel Chell is an authorised representative (325482) of Ethical Investment Advisers Pty Ltd (AFSL 276544).
Contact Us
Relevant Articles...
What happens to your super when you don’t need it any more?
Superannuation benefits are not automatically subject to your will. That means the trustees may not send the money where you want it to go when you die. But there is a solution! Read on.
Splitting super contributions between you and your spouse.
'Super splitting' is not just a term for managing super when a couple separates. Couples who remain together can also split super between themselves. This opens up a raft of planning opportunities, which we explore in this week's article.
The Government is Giving Away Free Money!!!
Yes, it’s true. The government is giving away free money. There are a few catches, however, and they’re not going to give you a fortune. But if you qualify, this is a government perk that is well worth contemplating.
Personal super contributions – let’s hear it for the Tax Office!
As of 2017, almost all working Australians can make a personal superannuation contribution for which they claim a tax deduction. For most people, this provides an immediate positive return on their investment. This article explains how to make the most of personal superannuation contributions.