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Have you been wondering lately if a self managed super fund (SMSF) could be  the right choice for you? As SMSF Specialist Advisors™ and experts in self managed super, we can help you to find out.

Do you enjoy investing and having control of your hard earned money? If you are after more flexibility and wish to have full knowledge of the investments you hold in super or would just like to take control of your own money, then a self managed super fund could be exactly the type of super you might want to consider.

What is a self managed super fund?

Superannuation is a tax-effective way to save for retirement. Having the right super plan is important. Retail and industry super funds can invest your money in many things, such as shares, bonds and managed funds. An SMSF is a fund where you make those sort of investment decisions so you have greater control of your financial future. You create the investment strategies, choose your own investments and have access to unique tax and investment opportunities.

How can we help?

Managing your own super gives you control of your financial future but it can also be time consuming and complex. Our role is to partner with you and provide guidance on your investment strategy and investment selection. Additionally, we help you to keep the day-to-day paperwork in check, arrange your annual audit and tax returns, and help with compliance so you have the time to focus on what’s important to you.

About Navigate

Navigate Financial Group is a long-standing financial advisory business dating back to 1991. We are based in Sydney with offices in the CBD, Manly and Brighton-Le-Sands.