Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Correct planning also typically allows SMSFs to be the most efficient way for retirement benefits to be held.
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Darryl John Jopling
Director and Financial Planner
Darryl began his career in the Financial Services Industry in 1982 and for 16 years held a variety of roles with one of the major banks. Darryl became a financial planner in 2000 having attained his Diploma of Financial Planning.
In 2003, he became a Certified Financial Planner™ professional, an internationally recognised educational standard and is committed to helping his clients build and protect their wealth
Darryl John Jopling is an authorised representative (298494) of Dover Financial Advisers Pty Ltd (AFSL 307248).