Are you ready for a self-managed super fund?
A community member recently asked: How do you know if you’re ready for a self-managed super fund (SMSF)? It’s a great question and one we hear more often from Australians nearing retirement. You might know someone who’s started their own fund and wonder why they made that move. But before you take the leap, it’s worth understanding what an SMSF really involves, and whether it’s right for you.
Being tax effective with superannuation accounts 🧐
A member of our community recently raised an important question about superannuation management for those approaching or in retirement, specifically concerning the benefits of keeping an accumulation fund open. Let’s talk about it!