Sage Self Managed

SMSF brain image
Did you know that Sage Financial Group has a specialist Self Managed Super Fund offer and support service?

Many were not aware they could talk to Sage for advice around SMSF let alone our specialist service.

Our service is called Sage Self Managed and whether you need investment advice with an existing fund, advice on complying with the Super rules, setting up a new fund or making sure you have the appropriate protections in place we can help.

There is even an eBook we have written to take the mystery out of your self managed fund and explains the Sage Self Managed services. If you would like a copy please reply to this email, it is free.

I look forward to assisting you with all of your Financial Planning needs for superannuation, pension, investments, personal insurances, Centrelink or even aged care.

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Every year more Australian’s are choosing a self-managed option for their Superannuation. As this sector has grown Sage Financial Group has been there to support the trustee’s and members with the myriad details and ensure the funds are well managed and providing great results.

What’s involved with an SMSF

The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. This means the members of the SMSF run it for their benefit and are responsible for complying with the super and tax laws.

Whether you have an existing SMSF or are considering establishing your own fund there is a service appropriate for you.  Sage Self Managed is a specialist section within Sage providing dedicated advice and administration services. Your existing Financial Planner can call on the full resources of Sage Self Managed giving you access to tools to manage and grow your Superannuation.

Sage Self Managed works with your other professional advisers such as accountants, lawyers and mortgage brokers to provide a seamless service and ensure nothing is left to chance.

Corner CogOUR SERVICES INCLUDE

  • FULL COMPLIANCE CHECK
  • SMSF SPECIFIC STRATEGIES
  • INVESTMENT ADVICE
  • BORROWING WITHIN YOUR SMSF
  • FINANCIAL HEALTH PLAN TO KEEP YOUR SMSF WORKING FOR YOU
  • REVIEW AND ESTABLISHMENT OF PERSONAL INSURANCES
  • MARKET NEWS AND ANALYSIS
  • PORTFOLIO MANAGEMENT AND REPORTING
  • PARTNER ROLE WITH YOUR ACCOUNTANT/AUDITOR