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.
Financial Services Guide: Click here to download

Merit Wealth
Merit Wealth Pty Limited, ABN 89 125 557 002 (AFSL409361)
Level 15, 115 Pitt Street, Sydney NSW 2000
Tel 1300 785 611
www.meritwealth.com.au
Merit Wealth Privacy Policy
Merit Wealth Privacy Collection Statement
Merit Wealth Complaints Process

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.

Enquire about your Self-Managed Super Fund
Thanks for all your help. I never thought I would ever say the words "our accountant is so awesome".

Mike Clarke

More testimonials

ISN’T IT TIME YOU CONTACTED A PROFESSIONAL?

Make an Appointment Where to find Us What to Bring