Self Managed Superannuation

Creating your own superannuation fund greatly expands your investment choice, allows you to take advantage of more sophisticated wealth accumulation strategies and gives you a direct say in the management of your retirement savings.

Controlling your financial destiny through your own superannuation fund demands expert advice. At Equity Trustees, we provide what you need to maximise tax benefits, protect the hard-earned value of your assets, reduce the paperwork and avoid costly mistakes.

• Our Client Relationship Managers carefully listen to your needs, and establish the level of investment risk that you feel comfortable with.
• They structure a personal super fund aimed at achieving the retirement you want.
• If you wish, Equity Trustees can also administer your fund for you, attending to the paperwork and compliance and regulatory returns.

If you have at least $300,000 to invest in superannuation now, with the capacity to make contributions in the future, it’s worth considering a Self Managed Superannuation Fund.

Contact us

To make a no-obligation appointment to discuss your own superannuation needs, please contact one of our Client Relationship Managers on 03 8623 5000, 1300 555 511 or click here.