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Future Assist SMSF Advice for trustees.

Announcement posted by Future Assist SMSF 16 Aug 2013

Here at Future Assist, we are finding that more and more of our clients are wanting to look into higher-risk investment options with their Self-Managed Superannuation fund in search of greater returns, in response to a declining cash rate.

The majority of Self-Managed super fund asset allocation is in cash term deposits. This has been fundamentally driven by market uncertainty and fear associated with past losses of industry and retail super funds.

 

Figures released by the ATO earlier this year indicate (again) that baby boomers will be retiring with a shortfall in their superannuation which will need to be met by government subsidies and pensions.

 

With interest rates dropping, this is now pushing trustee’s in the direction of more risky equities, EFT’s and listed and unlisted property trusts and direct property gearing in search of greater returns.

 

When you are looking at investing into these asset classes, it is vital to seek appropriate advice from a licensed professional. The ATO and ASIC have been putting out heavy warnings in reaction to the rise in gung-ho trustees who believe they can manage their super more effectively than their previous industry or retail super fund manager.

 

Future Assist are a full-services accounting-based financial planning firm who specialise in SMSF. Future Assist offer clients an accountancy arm for the efficient management of their fund and a fully licensed investment advice arm for providing SMSF advice.

Future Assist enlist a panel of advisors who come from years of industry experience within the accounting and financial planning spheres to oversee all advice given to SMSF trustees to ensure you reach your retirement goals.

 

For a Free financial consultation, call future assist today: 1300 118 618 or visit www.futureassist.com.au/setupansmsf