Why I like SMSFs
As a Specialist SMSF Advisor™, it is fair to say that I am a big fan of self-managed superannuation funds (SMSFs).
The more I work with SMSF Trustees the more I find that the needs of members can vary widely, but in most cases a SMSF can be used effectively to address needs specific to that member.
This section of our website is designed to help SMSF Trustee make the most of their fund.
Stuart Fitzpatrick - Director
Excel Financial Advisors
Frequently Asked Questions
We've put together a list of some of the most frequently asked questions we hear about SMSFs, and basic responses for your guidance. Please note this area is generic in nature and does not take into account your personal circumstances or needs.
To view the frequently asked questions,
We have partnered with leading actuarial firm, NetActuary, to provide SMSF Trustees with a range of technical information to assist them in their decision making.
The information covers not only superannuation, but also the Centrelink age pension and a range of economic data.
To access the technical information, please click here