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.

  • The main benefits of professional financial help.

    Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?

  • Downsizer contributions offer more than meets the eye

    Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.

  • 6 new financial videos

    Videos are a good way to learn more about a topic or show to others who my be new to financial management.

  • GDP by country since 1800

    This animated chart is simply amazing. It's fascinating to see how the world has changed and is changing. Food for thought!!

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.