Self-managed super funds (SMSFs) are a way of saving for your retirement.

The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. This means the members of the SMSF run it for their benefit and are responsible for complying with the super and tax laws.

If you set up a self-managed super fund (SMSF), you’re in charge – you make the investment decisions for the fund and you’re held responsible for complying with the super and tax laws. It’s a major financial decision and you need to have the time and skills to do it. There may be better options for your super savings.

That’s where we can help – We can guide you through the entire process of establishing some financial goals for your retirement and setting up your Self-Managed Super Fund to achieve those goals.

An SMSF must be run for the sole purpose of providing retirement benefits for the members or their dependants. Additionally, all decisions you make as trustee of your SMSF must be in the best financial interests of the members. We are a licensed professional to help you decide.

Our SMSF services include (but are not limited to):

  • Existing Superannuation products
  • Self-Managed Superannuation Funds (setup and strategy)
  • Basic deposit funds

Catherine Maguire – Authorised Representative Number 1250162
Younique Financial Services Pty Ltd T/A Tick Tax Financial Planning ABN 14 612 604 832 a Corporate Authorised Representative (ASIC No. 1250161) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
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Merit Wealth
Merit Wealth Pty Limited, ABN 89 125 557 002 (AFSL409361)
Level 15, 115 Pitt Street, Sydney NSW 2000
Tel 1300 785 611
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General Advice Warning: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.

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"Catherine has been amazing guidance and help for me in my new role as treasurer for our cricket club. Her support in guiding me through moving from MYOB to XERO has been amazing. Just knowing that she is at the end of the phone or email for some reassurance is wonderful. Our club has gone through some amazing changes and in the last season we have brought the club into a more transparent position in all matters financial. We also use Catherine and Tick Tax for our own tax as we have rental properties. Over the years we have always recommended her to many people without a hesitation. As we always feel the extra mile is given. I would highly recommend Catherine and her team for all matters financial weather it be your tax return or guidance in financial matters - she is knowledgeable, up to date and reassuring."

Terry Pearson

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