Self-Managed Superannuation
We provide customised investment strategies that align with your objectives, allowing you to optimise returns on your superannuation portfolios.
More and more Australians are choosing to self-manage their superannuation. Doing so gives you the flexibility to choose your own investments and have better control over your superannuation benefits. While going down this path can be very appealing, it also comes with a lot of responsibility.
It’s true, a self-managed superannuation fund has many advantages, but it also requires skill and knowledge to properly set up and maintain over a long period of time.
When you establish a Self-Managed Super Fund (SMSF), you become the trustee of that fund. A trustee must manage their fund according to the trust deed, which includes specific laws and rules surrounding the operation of SMSFs. As most people don’t have thorough knowledge of what this actually entails, our expertise and assistance arms you with the confidence that your fund responsibilities are being met.
At Plutuss, we discuss the various risks and advantages of a SMSF and whether this structure is right for you. We explore your risk preferences, which market(s) you have an interest in, and provide you with individual investment strategies as well as estate planning advice. Plutuss can even take care of all the setup and ongoing regulatory requirements associated with self-managing.
Once you have properly established your SMSF, you will be in a position to truly reap its benefits.
Education
We provide our clients with transparent and comprehensive education around their responsibilities as trustees of SMSF’s so that they are able to make informed decisions impacting their SMSF investments.
Ongoing support
MORE OF OUR SERVICES
Super and
Retirement Planning
We formulate strategies to help you structure your superannuation investments to ensure your retirement needs are met.
Investment
Advice
We use our wealth of knowledge and experience to formulate investment strategies that are aligned with your objectives and risk profile. You will benefit from knowing that your investments are well diversified to minimise volatility and risks.
Insurance
and Risk
At Plutuss, we understand the importance of protecting wealth and our professional relationships with Australia’s major insurance providers allows us to provide you with recommendations that will hele you protect your wealth.
Self-Managed
Superannuation
We provide you with comprehensive education, setup, and ongoing administration of your SMSF so that you have a clear understanding of your obligations as a trustee and are well equipped to navigate through the complex compliance requirements of an SMSF.
Wealth
Protection
We work closely with you to ensure your estate planning plan is in place to ensure your wealth is passed on to your loved ones in line with your wishes.
Debt
Management
By engaging with our debt management services, you can unburden yourself of the weight of financial stress. With this new freedom, you can focus more of your attention on the things that matter, instead of constantly stressing about having to pay off debt.