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  • Profile photo of Jimmy86Jimmy86
    Participant
    @jimmy86
    Join Date: 2013
    Post Count: 46

    Not sure if you have already made a decision yet or not @floody but you should probably look at getting a statement of advice done.  As you need to take into consideration a few more factors like your age, desired retirement age, liquidity required in your investment, returns required to achieve retirement goals, your family and their needs etc etc.

    as far as getting an official statement of advice (SOA) done, you could probably wangle your bank into a free one (if your not opposed to getting sold a loan or term deposit from them haha). 

    Otherwise there are a few good independent advisers around who specialise in SMSF advice. Look for one who is an accredited SPAA SMSF adviser… this means they have done extensive SMSF training.  Normally you can get statements of advice for around a grand. (but if to do with your SMSF can be payable by your SMSF).

    <moderator: delete advertising>

    Jimmy86 | Future Assist SMSF Specialists - Bris | Melb | Syd
    http://www.futureassist.com.au/setupansmsf
    Phone Me

    Self-managed super specialist administrators and advisers

    Profile photo of Jimmy86Jimmy86
    Participant
    @jimmy86
    Join Date: 2013
    Post Count: 46

    That's actually a great option ^ Qlds007 

    Jimmy86 | Future Assist SMSF Specialists - Bris | Melb | Syd
    http://www.futureassist.com.au/setupansmsf
    Phone Me

    Self-managed super specialist administrators and advisers

Viewing 2 posts - 41 through 42 (of 42 total)