To learn more about different investment structures, speak with your Private Wealth Adviser or contact Clime Super directly on 1300 788 568.
When considering an SMSF, you should take into account the time required to administer your SMSF and obligations associated with being a Trustee. You should also consider the amount you have to invest and whether an SMSF is a cost-effective option for you. While you can have either an individual or a corporate Trustee for your SMSF, Clime uses a corporate Trustee structure to provide ease of administration and the enduring nature of a corporate entity.
When setting up an SMSF, it is important to do so correctly. Clime Super will ensure your SMSF is set up to avoid penalties or extra taxes on your fund. Clime Super will also provide an administration agreement that outlines in detail who is responsible for what, so there are never any surprises or tasks that are missed. We’ll set your fund up with a corporate trustee, manage all paperwork and handle all the archiving and storage of your important documents.
For more information, contact one of our Advisers.
Developing (and sticking to) an investment strategy is not just critical for your retirement: it is one of your obligations as Trustee of your SMSF. Making sure you consider a portfolio of investments that encompasses a range of asset classes is important to effectively managing risk and delivering target returns that will meet your goals in retirement.
Through our Private Wealth team, Clime will assist with developing your investment strategy to deliver target returns that will help you achieve the lifestyle you’re seeking in retirement. To make an appointment with your Private Wealth adviser, click here.
Once your SMSF is established, Clime Super will receive all mail correspondence and manage all administration on your behalf. We will work in partnership with you to develop your contribution strategy and assist you in planning your transition to retirement. It goes without saying of course that we will ensure that your SMSF is compliant with all government regulations and keep you regularly informed of any changes to superannuation legislation.
Noting is more important than peace of mind. Clime Super will provide you with real time reporting through our online portal, ensuring you can keep track of your SMSF’s performance.