Self-managed Superannuation Funds
Self-managed superannuation funds (SMSFs) can be a very effective vehicle for your retirement savings. Self-directed investors enjoy the additional level of control and flexibility that an SMSF can provide; while others can benefit from the wider range of investment assets that a SMSF can own, compared with traditional retail superannuation funds. For business owners, they can represent an excellent way to structure the ownership of commercial premises.
At Fairway Capital, we specialise in understanding where a SMSF can add value for our clients. We offer an establishment service, including setting up an Investment Strategy, arranging the preparation and implementation of your SMSF life insurance strategy, as well as providing comprehensive services to SMSF trustees and members to assist them with the on-going management of their investments to meet this strategy, in a compliant, tax effective and cost effective way – whether they are in accumulation or pension phase.
This gives our clients the confidence their fund will help them to achieve their goal of a financially comfortable retirement.
Our professional advisers will assess your situation and determine whether a SMSF can be of benefit to you. We also work with other professional advisers, such as accountants, mortgage brokers and general insurance brokers, to ensure that your superannuation requirements are met and your goals are achieved.
^ Providing advice about establishing, maintaining and winding up a SMSF is a licensed function, which * Fairway Capital Pty Ltd is a corporate authorised representative of Personal Financial Services Limited (ABN 26 098 725 145) AFS and Australian Credit Licence No. 234459, Level 10, 88 Phillip Street, Sydney NSW 2000
