One of the best things you’ll be able to do when you are setting up self managed funds is to find a website on-line that offers a package deal with all of the documents you need for self managed super funds. As the name says, this is “self” done. You don’t really require a financial planner to do the work for you, however I do recommend that if you have a financial planner in play, ask them for advice as there are various advantages and disadvantages to a self managed super fund.
Your financial planner could be a nice addition to yourself managed funds because if you are still new to this he or she will be able to answer any of the questions you would possibly be having. I always love having a go-to person I can ask questions concerning my financial situation. Plus, if you have had your financial planner for a while he or she knows all about your financial history and will tell you whether this might be a sensible option for you or not. Continue reading »
