Superannuation

-

May 26, 2023

Self Managed Superannuation - Is It Right For You?

by Illumin8

Your Local Accountant

You’re invited to our Self Managed Superannuation seminar. It’s taking place at the Mornington Golf Club on the 29th of August. Join us for drinks and canapés.


You’re invited to our Self Managed Superannuation seminar. It’s taking place at the Mornington Golf Club on the 29th of August. Join us for drinks and canapés. We'll be sharing on key updates in the SMSF space, unpacking detailed case studies, and making time for your questions.

We’ll be working through the following case studies, and providing commentary and general advice around the pros and cons of using a SMSF for people in similar situations. 

Case Study #1 - The Small Business Owner

This person is married, a business owner, and a member of a growing family. They’ve always been self employed, and are looking to buy commercial property instead of continuing to rent their premise.

Case Study #2 - The Young Professional 

This person is on the look out for opportunities, and wanting to grow their investments while enjoying the best life has to offer. They believe in letting money work for them. Family life is new, or sought after and are considering how to provide best for the people they love.

Case Study #3 - The Pre Retiree 

This person is planning for retirement, and looking to maximise income as they move into the next phase of life. They own their own home. The kids are gone. The business is sold or close to it. 

If you’re thinking any of these sound like you, or people you know. It’s worth you getting a ticket, grabbing a drink, and hearing what our industry experts have to say. 

Interested in understanding what is happening in the self managed superannuation fund world and how this may affect your holdings, or if you're considering if SMSF is the right investment choice? Register now.

Register Now

Superannuation

Stapled Super Funds for Employees

Coming soon from the ATO, a plan to help reduce superannuation account fees.

Kate Stathis

Head of Bookkeeping

Superannuation

Super(annuation) Blog

Do you have some outstanding superannuation guarantee (SG) payments for your employees for the period 1 July 1992 to 31 March 2018? Read on.

Jason Williams

Business Sherpa

Superannuation

SMSF? What's Going On & Is It For You?

You might have heard we're running a little event on SMSF, what's happening in the space, and where the opportunities lie.

by Illumin8

Your Local Accountant

SIGN UP FOLKS

Get our monthly newsletter, full of sweet tips.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Andrew from Illumin8

If it sounds like we might make beautiful business together, why not get in contact and discuss your accounting and bookkeeping options with our team.

*PLEASE NOTE* We are currently only taking on clients that operate a business at this time. If you are on the lookout for an accountant to look after your individual return, we can connect you to a couple that we think are ace! 

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.