Why a SMSF can be the right option?

To grow your wealth, there is little doubt that an SMSF is the most flexible vehicle.

With your own super fund, you can access direct shares and a wide range of investments not available when your money is tied up with everybody else’s. It allows you an unsurpassed degree of tax planning and tailoring and it can also be very cost-effective.

Retail funds have generally had an atrocious performance over the past decade, lower even than indexed funds. In addition, fees can be high (there seems to be little if any correlation between the performance of your super fund and the salaries commanded by many fund managers). Funds can also be quite restrictive; meaning that even if fund managers think an investment is a bad idea they are bound by mandates that stipulate what they can invest in.

People who have an SMSF tend to be much more actively involved in investing for their retirement. Indeed, you are required to have an investment strategy. But you can outsource the management of your share portfolio with Clime, a top performing fund manager, leaving you to relax and enjoy the benefits without having to worry about your investments on a daily basis.

Because of fixed fees, it is generally said that the minimum for the establishment of an SMSF is $200,000. But this is a guideline – there is no actual minimum amount that you must have.

Find out about our FREE SMSF Setup or Restructure offer, when you establish a Discrete Share Portfolio with Clime.

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
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