- Running a Self Managed Super Fund is more than just:
- tracking investments;
- making investment decisions;
- preparing accounts; and,
- preparing a tax return at the end of the year.
- Tracking and maintaining preservation components;
- Tracking and maintaining member tax benefit components;
- Tracking and maintaining Eligible Service Dates;
- Keeping up with constant regulatory change;
- Understanding, tracking and implementing transitional rules;
- Having access to industry experts;
- Saving time;
- Relieving the burden;
- Convenience;
- Reducing your opportunity costs;
- Specialisation;
- Enjoying the benefits of scale;
- Timely access to important investment and taxation reporting;
- Accurate “industry standard” reporting;
- Access to solutions;
- Safety against non compliance;
- Audit “whistle blowing” obligations;
- Outsourcing what you don’t like;
- Not retiring as at 30 June.
- But most of all, it’s about:
- Protecting one of your most important and largest assets!
