Self Managed Super Funds

Your SMSF Specialist Geelong

Self Managed Super Funds are an important wealth creation tool that allow you to build a portfolio of assets that generates income for retirement.

Regardless of your age, superannuation is critical. Itís a given. At SGA Private Wealth Management, we are committed to guiding you to the right superannuation option for your life. Many Australians are opting to take control of their superannuation via a Self Managed Superannuation Fund (SMSF) rather than accept the constraints of a traditional Superannuation fund.

Why an SMSF?

An SMSF is not for everyone, but itís an option that allows you greater control over your investment decisions and lets you diversify your holdings and therefore spread your risk. Itís a way to engage and grow, on your terms.

At SGA Private Wealth Management, our specialist financial advisors will devise a superannuation strategy that fits your life, reflects your needs and goals while being tax effective and protecting your assets.

Your Self Managed Superannuation Fund strategy could include investment asset classes such as:

  • Cash
  • Fixed Interest
  • Property
  • Shares


Take control of your wealth today. Call us to discover how you can Engage & Grow with SGA.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

 
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