Self-Managed Superannuation Funds
Control where the money is invested
An SMSF may provide you with more control over your financial future
Self-managed super fund (SMSF) trustees can decide how their fund is managed and control where their money is invested. Our clients often report that having greater visibility over their retirement savings has led to a deeper understanding of how their overall wealth is tracking, and given them more confidence in their investment and lifestyle decisions.
An SMSF may offer you significant benefits in retirement
There are a number of key benefits to managing your own SMSF:
Consolidate super assets
Is an SMSF right for you?
It is important to understand that while there are numerous benefits to establishing an SMSF, there are also a number of considerations and risks to be aware of. These include trustee responsibilities, cost-effectiveness and insurance cover.
We provide expertise on superannuation, retirement planning, and wealth creation and protection. We offer the knowledge and advice our clients need to aid their decision-making and improve financial confidence. If you’re considering an SMSF, our highly qualified team at Warnecke & Co. can help you assess if an SMSF is right for you.
A PART OF THE COUNT NETWORK
Warnaco Pty Ltd ABN 29 057 246 278, trading as Warnecke & Co. is part of the Count network. The simple goal of a Count Adviser is to guide you through the financial confusion by providing you with a plan giving you control of your financial future. We offer your tax-effective financial and investment advice with ongoing support.
As a member of Count we only recommend financial solutions based on in-depth research. Of the financial products available, we analyse and aim to find the products suited to your needs.
Warnaco Pty Ltd ABN 29 057 246 278, trading as Warnecke & Co. is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.