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Q+A: Think you can run an SMSF? Listen to this first.
Manage episode 517863545 series 3375277
There are about 650,000 self-managed super funds in Australia, looking after more than $1 trillion in retirement funds. And that number is growing. Individuals and their trustees are increasingly confident about looking after their own money as they head towards retirement.
But holding a SMSF isn’t always what it’s cracked up to be. Away from investing your money, there are rules around compliance, investment strategies, annual meetings and a host of other things.
Sean Aylmer speaks to Kate Anderson, General Manager of NowInfinity, for a guide to the non-investing parts of owning a SMSF.
Fear & Greed is the media partner for Class Ignite 2025
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
4838 episodes
Manage episode 517863545 series 3375277
There are about 650,000 self-managed super funds in Australia, looking after more than $1 trillion in retirement funds. And that number is growing. Individuals and their trustees are increasingly confident about looking after their own money as they head towards retirement.
But holding a SMSF isn’t always what it’s cracked up to be. Away from investing your money, there are rules around compliance, investment strategies, annual meetings and a host of other things.
Sean Aylmer speaks to Kate Anderson, General Manager of NowInfinity, for a guide to the non-investing parts of owning a SMSF.
Fear & Greed is the media partner for Class Ignite 2025
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
4838 episodes
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