Getting Started With A Self-Managed Super Fund (SMSF)

Should you consider setting up a SMSF now or sometime in the future? 

Join Senior Financial Advisers Michael Williams and Mark Wenzel from The Hopkins Group, as they cover the benefits and impediments to having an SMSF from the time of establishment right through to winding the fund up and all the various life events that occur in between. No stone will be left unturned. 

As of June 2021, there were nearly 600,000 SMSFs in Australia with a combined total of 1.1 million members. This represents less than 5% of Australia’s population but accounts for a massive 27% of the $2.7 trillion invested in superannuation. This is significantly more than the $678 billion in industry funds (i.e. those run by industry bodies) and the $623 billion invested in retail funds (i.e. those run by financial institutions). 

Starting the conversation with a qualified financial adviser is the first step to discovering if an SMSF will suit your financial circumstances. 

In this webinar we will cover: 

• Is an SMSF appropriate for you?
• The benefits and drawbacks to having an SMSF?
• Whether you qualify to set one up
• The most common mistakes people make regarding SMSFs
• SMSF costs when compared to retail/industry super fund
• Maximising tax benefits in an SMSF
• How to setup your investment strategy? 

As usual, anyone attending this webinar live will be able to submit their questions via the Q+A and chat box function and our speakers will endeavour to answer them throughout the session. 

We look forward to seeing you tuned in to this session.