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Contact Details
Epping Office
Suite 2, 123 Midson Road
Epping NSW 2121
PO Box 758
Epping NSW 1710
P: 02 9868 3900
F: 02 9868 3700
Email:
Toongabbie Office
Incorporating CJ Burrows & Associates
Suite 3, 27-30 Portico Parade
Toongabbie NSW 2146
PO Box 181
Toongabbie NSW 2146
P: 02 9896 2166
F: 02 9636 4652
Email:
 
 
Self Managed Super Funds
Self-Managed Superannuation Funds (SMSF), often known as DIY Funds, may offer you a greater degree of control as to how your superannuation funds are invested.

Using a SMSF you will have the ability to invest in:
 
retail managed funds investments
wholesale managed funds (in some circumstances)
listed or unlisted equities (both domestic and international)
warrants, options or futures
property (commercial, residential, industrial or other)
 

If your sum invested exceeds the Lump Sum RBL at retirement, through a self-managed super fund, you will be able to obtain greater taxation benefits, without losing asset control which will occur in other circumstances.

Elite Financial Solutions is not only able to set-up, prepare financial statements and audit your SMSF, but our financial planners will also advise you as to what investments are suitable for you to make through your fund.

This method of investment can be very powerful from asset control, taxation and estate planning perspectives. To further discuss your options, please ring Elite Financial Solutions on (02) 9868 3900 or email .

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