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Self-Managed Super Funds Explained_ Benefits, Risks & When You Shouldn’t Set One Up
Thinking about setting up a Self-Managed Super Fund? Before you do, this episode could save you years of costly mistakes.
In this episode, Amy Lehmann and Rob Goudie break down Self-Managed Superannuation Funds (SMSFs) who they’re for, when they make sense, and when they don’t.
SMSFs are often promoted as a powerful strategy, especially for property, but they’re not suitable for everyone. They discuss the real benefits, key risks, tax and fee considerations, and common mistakes people make when setting one up.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
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By Consortium Private WealthThinking about setting up a Self-Managed Super Fund? Before you do, this episode could save you years of costly mistakes.
In this episode, Amy Lehmann and Rob Goudie break down Self-Managed Superannuation Funds (SMSFs) who they’re for, when they make sense, and when they don’t.
SMSFs are often promoted as a powerful strategy, especially for property, but they’re not suitable for everyone. They discuss the real benefits, key risks, tax and fee considerations, and common mistakes people make when setting one up.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.