As Trustees you are in control of your Fund's Investment Strategy and have an incentive to be proactive with investments. You can maintain the flexibility to take up new investment opportunities as they arise as opposed to institutional funds where you may have little or no control over investment choice
As Trustees you are in a position to monitor and control costs. You have no way of influencing the costs of an institutional fund, which may charge high percentage based management fees as well as an administration charge.
You will have a strong sense of control and ownership over your retirement resources, which in turn provides added security and peace of mind.
A self managed or independent super fund can operate to best suit you; you can choose your own investments; when you retire you can decide the level of incomes you want; and you can make changes easily if your situation changes.
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Crystal Australia Investments Pty Ltd is a Corporate Authorised Representative (No. 409349) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969.
Australian Financial Services Licence No. 223135.
Crystal Australia lnvestments Pty Ltd is a boutique financial services firm that specialises in administration and investment services for the trustees of self-managed superannuation funds (SMSFs) and pension funds.
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