How To Know if a Self-Managed Super Fund is Right For You

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Self-Managed Superannuation

Dear Reader,

In recent years, superannuation has grown into the leading form of savings here in Australia.

In the past 20 years, trillions of dollars have been invested.[1]

This growth makes perfect sense.

After all, it’s a system designed to help people become financially independent.

And that’s something that benefits both the government and the investor.

Although, changes over the years has meant that there is some uncertainty around super funds.

Because of this, you may have been wondering whether switching to a SMSF is right for you.

SMSFs are the fastest growing sector of Australian superannuation — and it’s easy to see why… [2]

There’s nothing more liberating than taking control of your own financial destiny!

However, there are both pros and cons.

There’s a lot to consider, is a SMSF right for you? How much do you need to invest to make it worthwhile? What will you save in fees? What extra paperwork do you need to fill in?

In a brand new Markets & Money report titled: ‘Self-Managed Superannuation’, Vern Gowdie lays out a easy to follow guide on how to know if a SMSF is right for you, what to invest in and how to get started.

If you think a SMSF might work for you…but you don’t know how to get started…download a free copy of Vern’s ‘Self-Managed Superannuation’ special investor report now.

Inside you’ll discover:

  • How to know if a SMSF is right for you: There’s nothing more liberating than taking control of your own financial destiny and Vern, along with the Markets & Money team, help you consider whether or not taking the leap to a self-managed fund is truly the right decision for you.
  • Checklist to see if it’s worth setting up a SMSF: A checklist for all investors who are keen to go self-managed. It’s a system build to help you consider your own situation and relate it to the current regulations in place, helping you figure out if an SMSF is right for you.
  • The pros and cons of going self-managed:Like any investment, there are both pros and cons to going self-managed, with flexibility and freedom leading the charge. However, freedom comes with responsibility and navigating superannuation legislation can become trouble when you don’t know what to look out for.

Simply put your email address in the space below, and hit ‘Send My FREE Report’. You’ll get a free subscription to Australia’s biggest daily financial email, Markets & Money and we’ll immediately send your free report, ‘Self-Managed Superannuation’.

Download your free report now and discover financial planning and investment expert, Vern Gowdie’s simple guide on how to know if a SMSF is right for you. Plus, get a FREE subscription to the daily financial email Markets & Money. Simply enter your email address in the box below and click ‘Send My FREE Report’.

We will collect and handle your personal information in accordance with our Privacy Policy. You can cancel your subscription at any time.

How Markets & Money can make you a more informed — and a more profitable — investor

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Edited by Selva Freigedo with contributions from Vern Gowdie, Matt Hibbard and Jason Stevenson, Markets & Money brings you a take on the financial world you won’t find anywhere else.

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Download your free report now and discover financial planning and investment expert, Vern Gowdie’s simple guide on how to know if a SMSF is right for you. Plus, get a FREE subscription to the daily financial email Markets & Money. Simply enter your email address in the box below and click ‘Send My FREE Report’.

We will collect and handle your personal information in accordance with our Privacy Policy. You can cancel your subscription at any time.

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All advice is general advice and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Calculating Your Future Returns: The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in this report are forecasts and may not be a reliable indicator of future results. Any potential gains in this do not include taxes, brokerage commissions, or associated fees. Please seek independent financial advice regarding your particular situation. Investments in foreign companies involve risk and may not be suitable for all investors. Specifically, changes in the rates of exchange between currencies may cause a divergence between your nominal gain and your currency-converted gain, making it possible to lose money once your total return is adjusted for currency.

Reference

  • [1]https://www.superannuation.asn.au/resources/superannuation-statistics
  • [2]https://www.superreview.com.au/news/smsf/smsf-growth-continues-apace
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