Blue Chip Financial is a privately owned financial advice firm assisting Australian trustees to optimise their wealth for retirement through self managed super funds (SMSFs) as well as wealth strategies outside of the super environment.
Our support includes year-round investment, accounting, compliance and administration assistance as well as estate planning and asset protection strategies - something we've been committed to almost 20 years and counting.The information contained on this website has been provided as general advice only.
Our support includes year-round investment, accounting, compliance and administration assistance as well as estate planning and asset protection strategies - something we've been committed to almost 20 years and counting.The information contained on this website has been provided as general advice only.
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Blue Chip Financial is a privately owned financial advice firm that assists Australians to reach their retirement and lifestyle goals through self-managed super funds (SMSF's). Retirement is something that all Australians need to actively plan for and manage, and we partner with a wide range of people to help them achieve the goal of a secure financial future.
Disclaimer: this is only general advice and not taking into consideration your personal needs and circumstances, and this strategy may be not suitable for you. A self managed super fund (SMSF) is a superannuation trust structure that provides financial assistance to its members in retirement. The main difference between SMSFs and other super funds is that SMSF members are also the trustees of the fund.
For SMSF trustees, investing in property can be a smart way to increase the value of retirement savings and provide tax effective investment returns. But there are specific rules and regulations that must be considered before deciding whether to purchase a property through your SMSF.
These potential benefits need to be weighed up alongside the risks of owning an investment property as part of your SMSF, including liquidity risk, legislative risk and interest rate risk, in addition to property ownership reducing the diversity of your SMSF investments, which may expose you to increased property market risk.
These potential benefits need to be weighed up alongside the risks of owning an investment property as part of your SMSF, including liquidity risk, legislative risk and interest rate risk, in addition to property ownership reducing the diversity of your SMSF investments, which may expose you to increased property market risk.
SMSF's are not for everyone however we are here to support all our clients in growing their wealth for retirement and making the best financial decisions for their future. The Blue Chip Financial supported self managed super fund (SMSF) service will give you the confidence to manage your own fund with as little or as much assistance as you need.
As a self managed super fund (SMSF) trustee, you are aware of the complexities of managing your own fund. It can be a constant juggle to administer regulatory and compliance obligations, maintain accounting, manage your investments and stay abreast of government retirement policies. This is why more trustees are seeking proactive advice and support in the management of their funds.
