Overview

Typically a client with a Self-Managed Superannuation Fund (SMSF) is one that likes the control and wants to choose where to invest their retirement savings.

There are other advantages of using an SMSF when compared to traditional superannuation funds, such as

  • Opportunities to reduce income tax on Investment income and capital gains
  • Pooling of resources with other members
  • Flexibility in the use of Pensions within the fund
  • Property can be purchased and held in the fund
  • Opportunities to borrow within the fund to purchase certain assets
  • Estate Planning opportunities

However with these opportunities comes an increased complexity. The Financial Planners at Tilenni Stiles & Associates are accredited to advise on SMSF’s and have the specialised knowledge to guide you through the establishment and ongoing management of an SMSF.

* Financial Planning Services provided as an Authorised Representative of Count Financial Limited AFSL 227232
‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited, ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 134. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank of companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Groups Privacy Policy.
*Services provided as an Authorised Representative of Count. “Count” and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services License Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 134. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
This discussion is of a general nature only. I have not taken all your financial needs, circumstances and objectives into account. As such, you should not act on any of the matters we have discussed today. Any tool, calculator or examples are included for illustrative purposes only. Any personal advice that I provide to you later in the process will be set out in a written advice document.

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Tilenni Stiles & Associates

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