If you’re looking at alternative strategies for your superannuation, chances are you’ve thought about a SMSF. To see if you’re eligible for a Self-Managed Super Fund, simply click the link below to use our free online calculator.
Why Self-Managed?
An SMSF (or Self-Managed Super Fund) is a private super fund that you manage yourself. They allow members greater responsibility, but also, greater control over how and where their funds are invested. They also allow members to pool funds with up to 6 others.
SMSF’s allow fund members to directly invest in things like: investment property, shares, precious metals, collectibles, art, digital assets, and other alternative investments.
Is SMSF The Right Option For You?
An SMSF is a financial product, and as such, should be set up following personalised financial advice. Simply put, an SMSF is an alternative vehicle for saving for retirement, and may not be right for everyone.
Understanding the minimum requirements, ongoing obligations and fees can go a long way to working out if this choice is right for you. To make things easier, we’ve created a free online tool to help clients work out their eligibility, available through the link below.
About Money Nav
Helping Australians Navigate Wealth Creation.
Money Nav is dedicated to providing guidance and support to our clients on their journey of wealth creation.
Derived from the term Navigator, Money Nav is a solutions-based business dedicated to helping Australians.
If you’ve been looking for a team that can support you at every step of your financial journey, you’ve come to the right place.
Our Process
At Money Nav, we’re committed to personalised service. Whilst we often share common values, our goals are often unique to us. That’s why we focus on tailored strategies to help our clients achieve their dream financial future.
Knowing how we can best serve you starts with understanding. To get started with Money Nav, we've created a short 2-minute survey to help us understand your needs, goals and dreams.
Once your survey is complete, one of our local team will assess your information. From here, we can start to work together on the best next steps.
Our goal is to provide our clients with solutions that they understand and feel comfortable with. Once we have the sourced the best path forward, we'll contact you to discuss your options.
Once you know the right next step, we'll put you in touch with a specialist from our referral network to put the plan into action.
Information provided by Money Nav Limited (UK Company Number 14550387) is for educational purposes and is general information only. It should not be taken as constituting financial advice. Money Nav Limited is an education company and we always recommend that you do your own research and seek relevant independent legal, financial, taxation or other advice. Money Nav Limited is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly.
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