The decision to take control of your Super through a Self-Managed Super Fund (SMSF) can be a big one, but it starts with the first step. To find out if you’re eligible for an SMSF using our online tool below.
What Is An SMSF?
An SMSF (or Self-Managed Super Fund) is a private fund that you manage yourself. They are different to industry or retail funds, as the manager of the fund has the choice as to where this money is invested.
With the recent underperformance of many traditional funds, many Australians are looking at SMSF as an alternative option to manage their superannuation. On top of having control over where you can invest, a SMSF can also be ‘pooled’ with up to 6 members.
What Can A SMSF Do?
On top of giving the owner control over where they can invest, SMSF’s also allow it’s member’s the ability to invest in other assets such as:
Whilst managing a SMSF typically requires a greater level of commitment, in general, this is contrasted with greater levels of control and flexibility with regards to investing.
Why Work With Market Saver? Because We Work For You.
At Market Saver, our sole goal is connecting you to the right solution. Whether you’re wanting to get your personal finances on track, get your money working harder for you, or put together a plan for retirement, we’re here to help.
We strive to provide the best tools, resources and education we can, regardless of where you are in your financial journey. These can be a great ‘starting point’ to work out if you’re on track, or if you’re looking to get more educated on a specific topic.
If you’re ready to take things to the next step, we can also help you get connected to specialists who can help guide you every step of the way.
Our Process
At Market Saver, everything starts with you. By starting with your goals, dreams and desires we can help connect you to the right people, resources and strategies to achieve your dream financial future; whatever that looks like.
The first step is to fill out a short survey, which helps us understand your current position, goals and desires. This should take around 2 minutes.
Once complete, your survey will be reviewed by one of our local team, who will assess your information and put together a custom-tailored solution for you.
Once we've finalised your custom solution, one of our team will get in touch to present possible solutions, resources and 'next steps'.
If you like the options we've come up with, we'll connect you with a suitable strategist from our partner network.
Information provided by Market Saver Limited (UK Company Number 14321058) is for educational purposes and is general information only. It should not be taken as constituting financial advice. Market Saver Limited is an education company and we always recommend that you do your own research and seek relevant independent legal, financial, taxation or other advice. Market Saver Limited is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly.
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