Self Managed Super Funds
Self Managed Super Funds (“SMSFs”) are a segment of the super industry experiencing significant growth. According to the Australian Tax Office, it is now the largest and fastest growing segment.
SMSFs are funds with fewer than four members that provide the opportunity to maximise a person’s retirement income. Some benefits include greater control of investments, tax effective opportunities and potential cost savings.
How can Sentinel help?
Sentinel have responded to this increased demand by establishing a service to assist you in managing your own SMSF, and more specifically your investments on the share market. As part of this service we will work with you and your financial adviser/accountant to setup an appropriate account for investing your superannuation in shares. This service is all about transparency and ease, so we provide you access to our online Client Portal to actively monitor your share portfolio, download or view detailed investment activity Reports and provide you with peace of mind.
Our Managed Portfolio product can be ideal for your SMSF investment needs as Sentinel will actively monitor and manage your Portfolio on your behalf. In addition, it offers a compliant electronic file containing a complete transactional history that can be delivered to your accountant for the end-of-year annual audit.
We can also offer specialist stockbroking Investment Advisers to help support you with your investment decisions should you wish to control your own portfolio.
Please contact us to discuss your SMSF investment needs and how we can help improve your retirement lifestyle.