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.

  • Covid-19 resources

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​ If you have any questions, or require further assistance, please send us an email or phone.​

  • Related-party property development concerns — Part 1

    In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

  • The value of financial advice

    A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.

  • A super catch-up plan

    It's a number that can only be described as mindboggling: $400 million a day.

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.