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AT ONE GLANCE

Self Managed Super Fund

A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to professionally managed funds like industry and retail funds.
UNIFIED THINKING FOR YOU AND YOUR BUSINESS

When you manage your own super, you put the money you would normally put in a professionally managed fund into your own SMSF. You choose the investments and the insurance, and you run every aspect of the fund yourself.

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SMSF Setting Up
Setting up a new SMSF requires a few things to be put in place to ensure it complies with superannuation laws.
SMSF Compliance
Making sure your SMSF complies with all the relevant superannuation and tax laws can be time consuming.
Investment Strategy
The investment strategy starts with the investment objectives and then sets out the parameters for the investments usually including an asset allocation, risk return etc.
STRAIGHT TALK, GOOD BUSINESS

Client focused,
Results driven

Match your super investments to your retirement goals

Choice & Control

You have choice to access a wide range of investment options and control to pool family assets, make active decisions to grow wealth for retirement and build a strategy for their beneficiaries and their own later years.

Flexibility & Transparency

The flexibility of an SMSF could give you greater control over your own investment decisions and tailor your super to support your own retirement objectives and transparency to have greater visibility over how their investments are tracking.

Retirement Goals

Everyone’s plan for retirement is personal, and that’s why investment goals and attitudes towards risk are also different. Depending on your individual circumstances and requirements, an SMSF could be an effective way to build wealth for retirement.

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Mantis PartnersMantis Partners
Mantis Partners are Professional Accountants & Advisers, Registered Tax Agents, Financial Planners and Mortgage Brokers with offices operating in Sydney, Melbourne & Brisbane.

This website is published by Mantis Partners | Authorised Representative (ASIC ARN # 1281162) of Wealth Today Pty Ltd (AFSL # 340289)| Authorised Corporate Credit Representative (CCR# )of Finsure Finance & Insurance (ACL#384704) | Registered Tax Agents (Regn #26028525) of Tax Practitioner Board of Australia.

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