Superfund Advice

Horizon Financial Planners: our role is to understand YOUR retirement goals
and help you to achieve them with a Self-Managed Superannuation Fund (SMSF).



Benefits of Self-Managed Super Funds (SMSF)


✔ Greater control & visibility over your investments
✔ Flexibility to implement tax planning strategies
✔ Option to hold your business premises
✔ Greater investment choice
✔ Pooling of family assets
✔ Flexible Estate Planning



Should YOU have a Self-Managed Super Fund?

Some questions to consider:
Q: Do you & the other members of the fund have a combined $250,000 in superannuation savings to begin the fund?
Q: Do you have strong investment knowledge or would you like someone to suggest investment strategy?
Q: Are you willing to learn & stay abreast of regulatory changes?
Q: Are you aware of the ongoing costs?

If you answered yes to all the questions above, an SMSF may be suitable for you.

Our core areas of expertise include:

SMSF Services
✔ Setup of your individually named Self-Managed Super Fund

✔ Compliance Administration & Taxation

✔ Tax Planning Strategies

✔ Investment Strategies

✔ Investment Choices



Can my Accountant give me advice on an SMSF?

Your Accountant can provide advice on administrative tasks
and provide factual information about investments and strategies
BUT
On 1 July 2016 the rules changed
Accountants are now required to be licenced
in the same way as Financial Advisers to provide financial advice like:
⮚ Setting an SMSF
⮚ suitability of investment product or strategy for an SMSF

(Question to ask your Accountant: Are you RG146 licensed
ie. Licensed to give more than administrative task advice.)
are qualified to provide this advice



Contact us for a free no obligation chat about how
we may be able to help YOU.

INVESTMENT ADVICE

 

A tailored plan to help you achieve your goals.

 

TAILORED ADVICE

 

Your life & experience determine your personal needs.

 

PERSONAL INSURANCE

 

Protection for you & your family.