How to be the best SMSF Trustee…. and how this can benefit your retirement

A Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement.

When you set up a SMSF you become the trustee of your SMSF. You can have the fund’s technical aspects handled by qualified experts, but you are still the ultimate boss!  Yes, you are the head of the Board when it comes to running your SMSF and the regulators are making it very clear – ignorance is no excuse. 

You don’t need to fear this if you:

Have the advice of experts
Make sure you have a super adviser. At TAG, our advisers are superannuation specialists. We provide professional development to the accounting industry via our annual superannuation seminar. TAG Super Seminar is Australia’s longest running and most successful superannuation seminar and is designed to help financial advisers keep up to date with superannuation changes.

Ask questions
Our advisers meet with every Trustee on an annual basis, which gives the Trustee a great opportunity to understand and ask questions about their specific situation.

Understand your responsibilities
TAG offers all Trustees of the funds we administer complimentary Trustee Training, which explains your role and responsibilities.

How do you make this happen?
Come along to our next Trustee Training to ensure you are the best Trustee you can be and optimise your retirement.

Tuesday 18th June, 6-7pm. REGISTER HERE

 

Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686).