astute strategic advice

Self Managed Superannuation

Do you how much super you have or more importantly, where it's invested?

You have the option to take control of your retirement if you choose...

Self Managed, or DIY Super Funds are the fastest growing type of super funds in Australia today. They allow you to manage how your superannuation is invested. Assurity will show you how to maximize the benefits of running a Self Managed Super Fund, and how to minimize tax when you reach retirement.

What Assurity can do for you:

  • Explain what a SMSF is and whether its suited for your situation
  • Clarify any costs
  • Arrange all paperwork and assist with your SMSF setup
  • Help establish your SMSF with the Australian Tax Office
  • Set up your SMSF bank account, Tax File Number (TFN), and Australian Business Number (ABN)
  • Establish your SMSF share trading account
  • Rollover existing Super into your new SMSF bank account
  • Offer investment advice so you can begin investing your Super
  • Show you how to borrow money to buy property using your SMSF
Read 4351 times Last modified on Thursday, 24 July 2014 00:22

Contact Us

  • Suite 2B, 9 Harris Road
    Busselton WA 6280
  • Postal Address:
    PO Box 60
    Busselton WA 6280
  • Find on Map

Assurity Financial Planning Pty Ltd ABN 80 129 171 624 T/A Assurity Financial Planning

Doug Horsford & Lisa Smith, Authorised Representatives of GWM Adviser Services Limited.

ABN 96 002 071 749 an Australian Financial Services
Licensee, 105 - 153 Miller St., North Sydney, NSW, 2060