SMSF Advice

Is an SMSF right for you?

Self-managed superannuation funds, or ‘SMSFs’ offer a range of features and benefits that differ from traditional retail or industry superannuation funds including greater flexibility and control over investment choice and the ability to purchase an investment property within the fund.

However they also require greater reporting obligations, a degree of financial acumen and a sound knowledge of how investment markets work. For this reason, SMSFs are not suitable for everyone.

At OP Wealth, we can review your circumstances and requirements as well as your retirement goals for the future, and help you to decide whether an SMSF may be right for you.

It’s all about making sure your financial interests are protected and maintained before you make a significant commitment. Besides, it never hurts to get a second opinion.

To find out more, please contact us.