SMSF is the latest buzz word, and SMSF has some specific benefits over regular super funds! Self-managed super funds (SMSFs) work like any other super fund but the responsibility of managing it rests solely with the trustee (you). Establishing and operating a SMSF is a major financial decision. After all, with this type of fund you’re both a member and a trustee. This means you have control over and responsibility for your fund’s investment decisions. You also have to manage the fund’s legal responsibilities.
Investing your way
We make the whole process of investing carefree. Using a Self-Managed Superannuation Fund to invest directly in shares and other listed securities maximises the control, transparency and cost savings the structure provides. Self-Managed Superannuation Fund members are able to visualise and monitor the assets underlying their retirement savings with a level of ease not offered by other superannuation accounts. Investing in shares and other listed securities requires a level of expertise, experience, time, and access to research which most Self-Managed Superannuation Fund trustees do not have. The Politis Investment Strategies Managed Discretionary Account Service provides Self-Managed Superannuation Fund trustees with access to structured portfolios which are discretionarily managed by a highly experienced Investment Management Committee, while retaining direct legal and beneficial ownership of all investments.
Services from La Vara
Let La Vara Financial Planning help you decide if an SMSF is right for you. We have a comprehensive Planning service that will not only set up your SMSF correctly but also provide you with a road map called a Statement of Advice (SOA).
The accounting and financial reporting of your SMSF is undertaken by our accounting entity Autumn Leaves (http://www.autumnleavesaccountancy.com.au/) Accountancy the whole process for you to ensure you meet your compliance obligations.
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La Vara Financial Planning does not provide any other services other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd. All Accounting Services are offered through Autumn Leaves Accountancy (http://www.autumnleavesaccountancy.com.au/) and all Financial Planning services are offered through La Vara (http://www.lvfp.com.au/) Financial Planning. The information contained in this website is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product. Vladimir Varas of La Vara Financial Planning, ABN 30 608 886 728, Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.