Mark This Month
Self Managed Super and why I’m excited
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.
 

 

With some mates from the US at the beautiful Binningup beach

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;

 

You know what I’m saying..

 

 
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. 

 

 
Mark
Copyright 2016 Rando and Associates.
All rights reserved.
 
Mark Rando
Authorised Representative
 
 
Rancol Pty Ltd as trustee for the Rando Family Trust t/as Rando & Associates
Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987. Australian Financial Services Licensee – Licence Number 244252.

 

This publication contains general (including taxation) information only. It is not intended to constitute financial product advice. Any information provided or conclusions made, whether express or implied, do not take into account your objectives, financial situation and particular needs. It should be relied upon as a substitute for professional advice. You should seek professional advice and obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.
IMPORTANT NOTICE This communication including any file attachments is intended solely for the use of the individual or entity to whom it is addressed. If you are not the intended recipient, or the person responsible for delivering this communication to the intended recipient, please immediately notify the sender by e-mail and delete the original transmission and its contents. Any unauthorised use, dissemination or copying of this communication is prohibited. It is your responsibility to scan this communication including any file attachments for viruses and other defects. To the extent permitted by law, Rando & Associates and its associates will not be liable for any loss or damage arising in any way from this communication including any file attachments.
The views expressed in this publication are solely those of the author; they are not reflective or indicative of Millennium3 Financial Service’s position, and are not to be attributed to Millennium3. They cannot be reproduced in any form without the express written consent of the author.