Hi everyone, hope this newsletter finds you well.
Spring is here and we’re well on the way to longer, warmer days and the season of barbeques, fishing and lazy afternoons on our gorgeous beaches.
But before I get too excited, as some of you might be aware, I’ve had my head down, finalising my studies with Mentor Education so that I am accredited to provide advice regarding Self Managed Super Funds (SMSFs).
I know… You might think it sounds as dry as toast.
However, I am actually incredibly excited to 1; be able to move into this space and 2; have the opportunity to continue to grow our service offering in line with our clients needs. And look, while there’s no doubt that all Rando and Associates clients are proactive people intent on securing their financial future, there is a growing number of you (about 40% in fact) who are actively planning for your retirement or are already retired.
In about two months time, it is those of you I am going to be reaching out to in particular who I know will chomping at the bit to hear all about SMSFs including: How you go about forming a SMSF and your obligations once you have; how you contribute to and invest with a SMSF; Pensions and withdrawing from your SMSF;
Estate planning and even, how you wind up your SMSF.
A SMSF has the potential to offer you greater choice and control in your super investments as well as flexibility and; there’s no doubt you can keep a very close eye on things with a SMSF.
As part of our Summer Sundowner Series We we will be holding an information session on SMSFs and we’ll be sure to invite you along. It will be useful for anyone who wants to know more about SMSFs, how you might get started or even if you already have a SMSF and would like more information about how Rando and Associates can assist you to get more out of it.
Rando and Associates is experienced in providing broader investment advice to individuals, families and businesses and I am absolutely looking forward to channeling that expertise into SMSFs for those of you who would like to go down that path.