Benefits of a self managed super fund

Benefits of a Self Managed Super Fund

Some benefits of a SMSF include:

Control
Trustees can control the investment strategy to determine how and where investments are made.*
Flexibility
Trustees can fine tune the investment strategy according to specific financial circumstances and objectives.
Potential cost savings
SMSF administration fees may give you greater cost certainty and potentially save money over time.
Potential tax savings
A SMSF can be a tax effective vehicle.**

* The investments need to be in line with the SMSF's investment strategy.
** ANZ strongly recommends you consult with your tax adviser.

The information provided is general information only and is current as at March 2009. The content does not take into account your personal needs and financial circumstances and you should consider whether it is appropriate for you. Before making any decision to acquire services through ANZ Self Managed Super or acquire, hold or sell any financial product, ANZ strongly recommends that you seek financial planning and/or tax advice and read the relevant Product Disclosure Statement and/or Terms and Conditions.

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