fbpx

 

Is SMSF Right for You?

Running an SMSF can be complex, but it can be simpler than it sounds.
 

Considering an SMSF?

Self-managed superannuation funds are popular with Australians wishing to take on the responsibility and control of their retirement savings.

The benefits SMSF members enjoy include having this control, whether it be estate planning, investment choice, asset protection, potentially lower fees or pension planning.

Running an SMSF can be complex, but it can be simpler than it sounds.

Our Superannuation Expert

PJ Patterson

I am a financial problem solver and whether it is personal or business related I will help you figure it out. I have the skill set, background and network to advise on any financial problem you need to solve. I’m a contrarian by nature and will not accept the status quo. Finally, if you want a professional that has your back, my firm and I will be there for you.

PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.