Self Managed Superannuation

For individuals seeking to own direct investments within superannuation or gain greater control of their superannuation portfolio, Self Managed Superannuation Funds (SMSFs) can be an attractive alternative. SMSF's have all the main characteristics as personal (or 'public offer') funds but offer increased flexibility in investment choice (for example, direct property) and require a greater degree of responsibility as you are your own trustee.

The additional regulation around SMSF's and potential penalties makes it essential to partner with a team of professionals to get the right advice and satisfy your regulatory requirements.

  • Why your retirement intentions are critical

    Have you given much thought to the age that you might eventually retire?

  • Plans for study into elder abuse

    The government’s decision to follow one of the recommendations from the Australian Law Reform Commissioner’s report and adopt a national plan for elder abuse has been welcomed by a legal body.

  • Our website is really our digital office.

    Coming to our digital office means you can visit us at any time without moving, you family and friends can to. You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more. Drop in anytime!

  • Dissecting the downsizer contribution

    The 2017 federal budget included an allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan details the rules around these unique contributions.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.