Self-Managed Super Fund (SMSF)
Diversifying Your Financial Portfolio
SMSF, a Super Strategy for Individuals
Self-Managed Super Fund (SMSF) is a super strategy for individuals looking to take responsibility for their retirement financial future. Working with Mintwell ensures that the efforts of our advisers and planners help you take control of your financial destiny.
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Your SMSF Strategies Explained
SMSF has several benefits over other types of funds, including greater control and flexibility over your investment strategy. SMSF allow individuals to grow their super tax free until they start taking money out of it in retirement.
At Mintwell we show you how you can invest with a wider range of investments than those allowed by pension funds or other forms of super. Mintwell helps its members to invest their portfolio into various strategies, including bank and term deposits, property, shares and foreign assets. SMSFs also come with some unique tax benefits and costs which we will walk you through.
Take Control of Your Financial Future
We guide you to make the investment choices that best suit your financial situation and appreciate tax benefits that enable you to keep more of your money. We review your superannuation investment strategy to align with your risk profile, preferences, and objectives. Our expert SMSF advisors will guide you through the process of setting up your self-managed super fund. The result is a superannuation solution tailored to meet your individual retirement needs. Whatever your post-work dreams, Mintwell can help ensure your SMSF achieves your goals.
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Maximising Your Portfolio Through AUSIEX
Mintwell utilises AUSIEX to manage our client's accounts. AUSIEX is one of Australia’s leading and most trusted wholesale broker servicing intermediaries and financial institutions. AUSIEX can give you valuable investment advice that when paired with our expert advice puts you in an advantageous position. Mintwell helps you create an effective portfolio management strategy and monitor your funds through every stage of its development.
How to Get Started
We’ll construct your personalised and tailored portfolio in accordance with your objectives while taking advantage of the current market opportunities in a risk-conscious manner.
1. Tell us your investment goals and aspirations
2. We’ll personalised your investment strategies
3. We’ll create your personalised portfolio
4. Your investment begins
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