Self Managed Super Funds - Control and Flexibility

Why Start up your own fund?

1. As a trustee, a SMS Fund gives you control over your superannuation investments.
2. Who better to understand your risk profile and investment style?
3. A SMS Fund has the ability to react quickly to market fluctuations.
4. A SMS Fund is fully portable-transfers into the fund include rollovers, salary sacrifice, employers contributions and the added ability to transfer certain assets.

Cost effectiveness once the fund is over $100,000.

How Haines Muir Hill can help you

1. We can set up the trust deed for the super fund, usually within 24 hours.
2. We can help you transfer rollovers and other suitable assets.
3. We can help you set up an investment strategy.
4. We can help you establish investments such as direct shares.

Flexibility and Control

1. With control comes the freedom of investment choice. This allows the trustees greater tax planning strategies. Capital gains tax can be greatly reduced while the fund pays 15% Tax.
2. With flexibility comes the ability to choose the investments that will determine your private pension payout.
3. For more information please contact Steve Tyshing or Simon Thwaites on (03) 9840 2200.

Contact Us

Melbourne Office:
Tel  +61 3 9840 2200
Fax +61 3 9840 1188
888 Doncaster Road
(PO Box 1385)
Doncaster East VIC 3109
Australia

Melways ref: 47 J1

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Last Updated:
Thursday, September 9, 2010

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