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Self Managed Superannuation

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Self Managed Superannuation

Self  managed super funds (SMSFs) are now the largest and fastest growing segment of the super industry with over $500 Billion in assets and 1 million members.

Managing your own fund and getting it right is very important as there are many rules and regulations in the various laws that govern superannuation. So you need to adhere to the rules and know that you are ultimately responsible for the running of the fund. This is why you need and experienced adviser to help manage your fund.

Waterford Financial Services can help Self Managed Superannuation Funds with:

  • Superannuation Borrowing Strategies
  • Pension Planning
  • Creating an Investment Strategy
  • Assist with Protecting your income and investments through various insurance options
  • Self Managed Superannuation Fund Estate Planning


Please Contact Us to discuss your needs