Self Managed Superannuation Funds                                                             Tel 1300 780 191

Taking control of your own superannuation

Self managed superannuation funds (SMSF) are the largest growing segment of the superannuation industry. Giving you greater control over your investments and a wider choice of assets in which to invest, SMSF’s give you the independence to take control of your future and build on retirement savings.

Make the investment decisions you want, when you want

At Fitzpatrick & Associates we pride ourselves on offering clients the choice of tailoring their own financial strategies and making the investment decisions they want, when they want. We take the hassle out of setting up your self managed super fund, leaving you more time to start investing in your future today.

Why set up a Self Managed Superannuation fund?

Superannuation is a tax-effective and flexible way to take control of your retirement savings and build on your financial wealth. With no two retirement plans the same, self managed superannuation funds allow you to tailor your investments strategies to suit your financial goals, helping you to achieve them sooner.  Self managed superannuation funds allow for;

• Greater investment choice
• Personalized investment strategies
• Cost and fee minmisation
• Access to investment gearing opportunities
• Efficient estate planning 
 

If you have sufficient retirement savings than a self managed superannuation fund might be for you. Fitzpatrick & Associates can advise you on whether a self managed superannuation fund is suitable for your circumstances and get you on the way to achieving your retirement goals sooner.    

We Take the Hassle out of Self Managed Superannuation funds

Fitzpatrick & Associates is committed to taking the hassle out of starting a self managed superannuation fund, allowing you more time to start managing your fund. We provide you with the right advice and resources to meet your SMSF obligations. At Fitzpatrick & Associates we help you;

• Establishing a trust
• Organise a Tax file number and Australian business number on your behalf
• Provide the necessary resources and education to meet your obligations
• Keep you up-to-date with the latest taxation and superannuation laws
• Complete the compulsory annual audit and file an annual tax return.
• Lodge member contribution statements and other administrative obligations.

More choice ∙ Greater control ∙ Less fees