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
Tilenni Stiles & Associates is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
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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