Surprisingly these are relatively easy to establish and have great benefits which include:- 

 

  • Providing more investment choices

  • The ability to design portfolios more specifically to individuals requirements

  • Offering a one off fixed cost to establish and lower ongoing fees

  • Significant costs saving over time when compared to other retail funds with investments above $250,000.

  • Greater control of your investments.

 

At Bayside Retirement Planning we are able to :-

 

  • Establish a new self managed super fund

  • Provide investment advice

  • Handle the portfolio administration

  • Ensure paperwork is prepared for tax returns

  • Advise on technical issues should they arise

 

For more information or to make an appointment click here

 

 

 

Self Managed Super

Resources

Visit

Building 22 328 Reserve Road Cheltenham, VIC 3192

 

 

Call

T: (03) 9585 1977

Social

  • Facebook - White Circle
  • LinkedIn - White Circle

Contact

mkerr@baysiderp.com.au

P.O Box 570

Mentone, VIC 3194

"This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own person circunstances. Although we consider the sources for this material relaiable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omisson. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in an products mentioned in this communication. This information is current as at the date of publish"

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"Nepean Group Pty Ltd trading as Bayside Retirement Planning ABN 22 119 081 140 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No, 236523"