Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Correct planning also typically allows SMSFs to be the most efficient way for retirement benefits to be held.
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Paul Bronson CFP® has been involved in the financial services industry for more than 20 years and is qualified to give financial advice and holds a Bachelor of Commerce with majors in Marketing and Accounting, as well as a Master of Business Administration, where he majored in Finance.
Paul also holds a Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner and has been a member of the Financial Planning Association of Australia since 2008.
Paul Bronson is an authorised representative (292203) of Dover Financial Advisers Pty Ltd (AFSL 307248).