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:
|✔ Setup of your individually named Self-Managed Super Fund
✔ Compliance Administration & Taxation
✔ Tax Planning Strategies
✔ Investment Strategies
✔ Investment Choices