Stocks

SMSF

Self Managed Super Funds

Our SMSF Solutions provide you an end-to-end management solution for trustees owning or considering an SMSF. Through our independent strategic partner, we can help clients with the set-up, administration, investment management, compliance and reporting of your individual or corporate SMSF.

When choosing whether an SMSF is appropriate for you, our SMSF specialist partner can share their insights in the different structures, investments and regulatory requirements that you would have to consider.

Benefits of choosing a SMSF

Investments

Control and have choice over your investments

Managing Assets

Transparency and flexibility in managing your assets

Independence

Independence can
allow greater control
over your investment

Tax Efficiency

Greater control can allow investors to better manage the tax position of their Super

We can assist you to mitigate the potential risks involved with setting up an SMSF:

  • Trustees responsibility and compliance

  • Minimising costs

  • Administration and reporting of your underlying assets

Stocks

Medallion Financial Group Pty. Ltd. ABN 93 620 680 999

 

The Medallion website contains general securities advice only and
does not take into account any person's particular objectives, financial situation or needs. Before acting on any advice you should consider whether it is appropriate for you. Medallion Financial Group Pty Ltd is
a Corporate Authorised Representative (No. 1257237) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927) which is regulated by the Australian Securities and Investment Commission.

facebook_Medallion blue.png
twitter logo_Medallion blue.png
linkedin_Medallion blue.png
location icon-01.png

Level 1, 16 O’Connell Street, Sydney NSW, 2000

Copyright © Medallion Financial 2020    |    Website by EKD