SELF -MANAGED SUPER FUND ADVICE​

With an SMSF, your financial future is in your hands.

Getting the right advice for your self-managed super fund

Self-managed super isn’t for everyone. Administration overheads aside, there are many investment choices and strategies to consider. This all amounts to time and effort you need to spend setting a plan for your retirement investment. Self-managed super doesn’t mean you have do do it alone. Getting good SMSF investment advice along the way is a good idea.

Some broad SMSF investment approaches include:

  • Capital growth - when you're wanting to increase the value of your investment and willing to take some risk to do so over the long term.
  • Income generation - investments that earn a regular income like dividends on shares or interest.
  • Capital preservation - .protecting your super from market volatility by sticking with low risk investments.

Setting the right plan for your personal situation and conducting regular reviews also forms part of any plan. 

We are here to provide expert SMSF advice​

Saige have a team of SMSF experts who can help you structure your SMSF investments appropriately according to your personal situation and preferences.

Our accounting and taxation team can also help setup your SMSF and conduct audits and prepare annual tax returns.

SMSF experts you can turn to​

Getting quality SMSF advice is a good idea no matter your investment experience. Talk to us to share your SMSF approach to see if you are on the right track for retirement.

Saige Financial Planning Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357 306. Please read our Financial Services Guide and consider our privacy policy.

Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Document (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

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