If you’ve looked into alternative strategies for managing your superannuation balance, you’ve liked heard of a SMSF. To find out if you’re eligible for self-managed super, simply click the link below to access our free online tool.
An Alternative Strategy
In its purest form, a Self-Managed Super Fund is an alternative strategy for building wealth for retirement. Understanding your options before making any big changes is often a great way to start.
Understanding the key differences between self-managed and traditional (industry or managed) funds can be a great place to start when working out if SMSF is right for you. On top of doing your own due diligence, it is often prudent to seek personalised financial advice prior to the setup of a Self-Managed Super Fund.
Understanding The Full Picture
People often get excited about the prospect of setting up a self-managed fund, without understanding the full picture. As a SMSF member, you will have a variety of investment, legal, insurance, and other obligations to meet to maintain your fund’s compliance. There are also a range of prerequisites needed to get the fund up and running. To see if you’re eligible for a SMSF, you can use our online calculator through the link below.
About Money Mover
Moving Our Clients Forward.
At Money Mover, our goals are your goals. Whether it’s paying off your home loan, starting an investment portfolio, or just exploring alternative strategies, we work with our clients to help them achieve their financial goals.
Whether you’re looking for education around a topic, or want to work one-on-one with a specialist who will create a step-by-step roadmap, we’ve got you covered.
Our Strategies
Money Mover is dedicated to moving our clients forward. Whether it’s creating new income streams, investments or just optimizing cash flow, we’re here to partner with you on your journey.
To help us better understand your current position, we ask all new Money Mover clients to fill out a short questionnaire.
Once we have your information, we’ll have one of our team peruse things to work out some preliminary discussion points.
Once we have your findings, we’ll get in touch to go over things with you and work out the best steps to move forward.
Once you’re happy with the decision to move forward, we’ll connect you with the most suitable representative to discuss things further.
Information provided by Money Mover Limited (UK Company Number 14550405) is for educational purposes and is general information only. It should not be taken as constituting financial advice. Money Mover Limited is an education company and we always recommend that you do your own research and seek relevant independent legal, financial, taxation or other advice. Money Mover Limited is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly.
© 2023 Money Mover, All Rights Reserved