Self-Managed Superannuation

A large and growing part of Taylord Financial’s business is in the area of Self Managed Super Funds

Commonly known as SMSF’s. Your super can grow to be a significant asset over your working life. With the benefit of regular savings from your employer as well as your own investments, it is important to make the most of this investment vehicle.

As super balances grow people often want more say as to how their money is managed. The opportunity exists to manage your own super or have a Self Managed Super Fund.

There are many reasons to choose a Self Managed Super Fund (SMSF). The most obvious is flexibility and control over your investments. But there are also many other benefits that cannot be achieved with standard retail super funds. Strategies can be employed to ensure that your Fund is a multi-generational fund, passing from generation to generation. Tax benefits can be obtained through smart financial strategies.

With control however, comes greater responsibility. With a SMSF you become Trustee for the Fund. As Trustee you are responsible for ensuring that the fund meets all of the legislative requirements. You also control the day-to-day operations of the Fund. From this point of view, having a SMSF can seem daunting.

Self Managed Super Funds are a specialised area of advice. Taylord Financial works with SMSF clients via a partnership approach. Partnership with you as Trustees. Partnership with you as members. Partnership with other professional advisers such as accountants and solicitors.

Our SMSF clients are able to relax knowing that the day to day operations and compliance of their fund is being looked after. Taylord Financial’s highly trained and experienced staff and advisers can provide the assistance and skills required to get the most from your SMSF.

To find out if a SMSF is right for you, or to get the most from your existing SMSF, contact Taylord Financial for professional advice that makes a real difference.

Contact Us

Address: 14-17 The Crescent
Penrith NSW 2750
Phone: (02) 8073 7499
Mobile: 0416 543 810
Fax: (02) 8834 0716

Company Info

© Taylord Financial Solutions
ABN: 17 167 986 601
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Authorised Representative of WealthStream Financial Group ABN 35 152 803 113
Australian Financial Services Licence 412079
WealthStream Address: G02, 1 Eden Park Drive, Macquarie Park, NSW, 2113

General Advice Disclaimer
The information on the Taylord Financial website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product