A Self Managed Super Fund (SMSF) is a superannuation trust that gives you greater control, transparency, and knowledge of your investments. An SMSF can also provide more effective tax planning opportunities, and fixed running costs compared to public funds, while providing the traditional functions of a public fund (accepting contributions, handling rollovers, paying retirement income).

Control of the fund is shared equally between the members (trustees), allowing them to select specific investments that best suit their own investment strategies.

Falconer can:

Please phone 03 6234 2233 or email us to discuss your SMSF needs with an adviser.