Establishing an SMSF

Control! That is what having a self-managed super fund is all about, taking control of your own savings, taking control of your destiny.

Self-managed super funds are for smart, ambitious individuals who want to take charge of their futures.

They are for individuals who no longer wish to follow the crowd.

And for those who have grown weary of the large corporates in the banking and financial services industries.

That doesn’t mean control has to mean extra work, though it can if you want it to.

It just means you decide how much of the management and administration of your self-managed super fund and its investments you handle yourself, and how much you outsource. You also decide to whom you outsource each element and what costs you are prepared to pay. You also get to decide how your superannuation savings are managed, including how and when contributions are made and accepted and how and when pensions and other withdrawals are structured and paid.

Now the first thing to understand is –

  • Superannuation is not an investment in itself.
  • Superannuation is merely the structure through which investments can be held.

Too often we hear people complain about superannuation being a waste of time “because my balance hasn’t moved in years”.

Well, that is not a superannuation problem, that is an investment, and, most likely, a fees problem.

Superannuation is undeniably the most tax effective vehicle through which to build long-term wealth, period! And everyone should be using it, at least in part, to providing for the future they desire.

Did you know, any investment that can be held via a public offer superannuation fund can be held via your own self-managed super fund! In fact, there are investments that can be made via your own self-managed super fund that few if any public offer funds will allow you to invest in (ie. Direct residential or commercial property).

So if you want the chance to break free from what everyone else is doing, and get ahead of the pack, talk to us about the suitability of a self-managed superannuation fund for you and your circumstances.

Self-Managed Super

What our customers say

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I was headed for ATO disaster... but thanks to CapitalQ we nipped it in the bud

I know everything there is to know about the services my business provide, and I know how to do it well and how to grow my business. But I know little about, and don’t want to know about, the tax and accounting and administrative side of things. As a result I was always behind, always struggling with paperwork and administration that I never came close to managing or getting on top of. CapitalQ worked with me to get my head above water, then to streamline that side of my business and manage much of it for me. A huge weight was lifted from my shoulders, my stress levels completely subsided and life was great. The result … an unsolicited buy-out offer for my first business (which I accepted) helping to set up financially me and my family for life. I have now started my second business, and they are doing it all over again. Business profits are growing, and I am once again fighting off suitors!

Craig Wilschefski

Founder and Director of Home Loan Republic and Finance for Fitness

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