SMSF's

At TIPS Financial Services we can provide for all your Self Managed Super funds needs. We can help you manage the complex legislative requirement to run you own SMSF.

A self managed super fund (SMSF) offers greater flexibility and control compared to public offer funds. By establishing your own SMSF, you can also take advantage of the tax-effective superannuation environment. For these reasons, more and more people are attracted to the benefits of managing their own fund. Self managed super is now the largest and fastest growing superannuation segment in Australia. We can assist you to achieve your lifestyle and financial goals for both current and future generations. We can advise you on the suitability of an SMSF and develop personalised advice that's right for you.

Benefits of an SMSF

  • Every SMSF is unique, however, each SMSF will share some of the following key benefits:
  • Control to make decisions regarding how and where to invest your funds.
  • Flexibility to personalise and alter your investment strategy at any time.
  • Ability to pool member funds together, opening up more investment options.
  • Large investment choice including direct shares, separately managed accounts, residential or commercial property, alternative assets, term deposits and cash.
  • Borrow to invest through the fund to open up new investment opportunities.
  • Potential to minimise or eliminate income and capital gains tax.
  • Maximise taxation benefits through imputation credits.
  • Achieve cost efficiencies for large accounts.
  • Pre-retirement strategy optimisation.
  • Flexibility to hold and fund your personal or business risk insurance.
  • Family and estate planning benefits.
  • A vehicle for intergenerational wealth transfer.
  • Family and estate planning benefits.
  • A vehicle for intergenerational wealth transfer.
  • Asset protection from creditors.

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