Self-Managed Super Funds allow you to take control of your superannuation investment decisions. SMSFs offer transparency, control over investments and insurance, potentially lower fees, ability to borrow to invest and flexibility. If something was to happen to you would you and your family be able to meet your debt repayments, maintain your current standard of living, fund your children's education and continue to save for retirement?
Decide how much Life Insurance, Total and Permanent Disability Insurance, Trauma Insurance or Income Protection you might need?
Decide how much Life Insurance, Total and Permanent Disability Insurance, Trauma Insurance or Income Protection you might need?
Services
SMSF Establishments
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Self-Managed Super Funds (SMSF) allow you to take control of your superannuation investment decisions. Complete flexibility and control on investment decisions as well as the ability to shop around and find the best insurance cover for you. With a flat ongoing fee structure, the cost of an SMSF is often less than regular retail funds, depending on your balance in super.
Technical Advice
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Self-Managed Superannuation Funds can be difficult to manage with strict compliance and reporting requirements. Sequoia Asset Management clients can utilise the services of Sequoia Superannuation to provide an end to end SMSF solution combining an easy to use online portal with a dedicated financial adviser who can provide you with general financial advice on:.
Property in SMSF
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Australian investors have long had a love affair with property investment but did you know you can invest in property using your superannuation. Through a Self-Managed Super Fund you can use your superannuation to invest in commercial or residential property and borrow to do so. Sequoia has created an educational e-book on property in super so you can become an expert on the topic before deciding if an SMSF is right for you.
Investing in your SMSF
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A Self-Managed Super Fund (SMSF) enables individuals to take control of their retirement plans and make their own investment decisions. By investing your superannuation through an SMSF you can ensure your investment portfolio design, returns and fees are transparent. There is a plethora of investment options available to SMSF trustees including but not limited to the following:.
Personal Insurance
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If you answered 'No' to any of the above then it might be time to review your personal insurance covers to ensure yourself and your family are protected. Personal insurance includes:. Get in touch now for a free quote or visit our insurance adequacy calculator to find out how much cover is right for you.
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