Sinclair Wilson    |    Self-Managed Super Funds   -   Operating your own Superannuation Fund

Self managed super funds provide a flexible means for you to provide for your retirement and to control your retirement savings. This enables you to secure a taxeffective income from those savings upon retirement. Self managed super funds can also be an efficient means
of reducing tax on investment income.

Who can establish a Self Managed Fund?
Anybody can set up their own fund.

• Employees
• Self-Employed persons
• People who seek to manage their own superannuation investments rather than relying on their employer’s superannuation fund
• People who have retired with investments in rollover funds, allocated pension funds or annuities
• Retirees wishing to place their assets in a tax effective environment, or avail themselves of Capital Gains Tax relief upon retirement from working life.
• People unable to work due to illness or disability.
• Unemployed or retired people via a spouse contribution a self managed fund is generally structured around families, with four people being the maximum number of members.