Self-Managed Super Funds (SMSF) are for investors seeking greater control and flexibility to manage their superannuation assets. Pollock Financial Planning have been dealing with these complex arrangements for over a decade and are aware of the additional logistics and considerations associated with these arrangements.
Additional rules and responsibilities exist with SMSFs, which are regulated by the Australian Taxation Office. Although greater control of retirement assets is provided, additional compliance requirements exist, with careful management of these arrangements required to ensure compliance.
Talk to us about how to maximise these tax concessions and use the superannuation system as part of your overall wealth strategy for the future. Create a plan A using a combination of available contribution strategies and move towards a more certain financial future.