SELF MANAGED SUPER FUND

Make the most of your finances.

How do you know if a self-managed super fund is right for you?

  • Do I have to own a business to have one?
  • Does it save me fees and charges that a normal fund charges?
  • How many members can it have?
  • What returns can I expect?
  • What legislation is applicable?

A self-managed super fund is a complex area that requires professional advice. Crest is in a unique position to be able to introduce you to a Crest-affiliated financial planner who can arrange a self-managed super fund for you, while also providing the advice of an accountant that is required in the process.

Crest can also assist you with lodging the fund’s income tax return each year.

If you are interested in obtaining more advice on either the structure of a self-managed super fund or whether one of these funds is appropriate for you, send us your details and we’ll arrange an assessment for you.



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