Self Managed Super Funds Advice (SMSF)

As Australia’s population continues to age, questions around retirement and superannuation only become more important. However, once you get to this point, there are many choices in which to accumulate funds for your retirement.

Whether this is a retail fund, a public sector fund, corporate fund, or industry fund, there is one type of superannuation fund that is particularly more popular today – Self-Managed Super Funds (SMSF).

Despite the remarkable number of Australians starting SMSFs, it is important to determine if an SMSF is right for you.

This is where advice from an experienced, skilled, and licensed advisor comes in handy. With years of experience and skills in relation to SMSFs, we are in a great position to ensure the SMSF is established properly and for the right reasons.

We can also provide advice on superannuation contributions, borrowing in an SMSF (LRBA), pension & lump sum withdrawals, and winding up of the SMSF.

Want to learn more?

If you wish to talk to our expert SMSF financial advisor, contact us today.

To discuss in more depth with our team, call us today on 02 9796 4500.

Dixit Business Services Pty Ltd ABN 36 135 542 460 is a Corporate Authorised Representative 1239764 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. Level 15, 115 Pitt Street, SYDNEY NSW 2000. | Link: Privacy Statement | FSG / COMPLAINTS

Rajeev Dixit is Authorised Representative 1239763 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

This information has been prepared without taking into account your objectives, financial situation, or needs. Because of this, you should, before acting on this information consider its appropriateness having regard to your objectives, financial situation, or needs.

Have some questions in mind? Talk to one of our representative