An exclusive TAG Webinar
How to run a Self Managed Super Fund
About us
Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
Have you ever thought about what’s involved in running your own super fund?
A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super but you need to understand the role and responsibilities that come with it.
This webinar provides:
- Planning for your retirement needs with an investment strategy.
- Complying with regulations, ATO reporting and audits.
- The admin involved with a SMSF including clarification on key terms and legal jargon.
- Investment restrictions imposed on SMSFs.
- Rules and limitations surrounding SMSF contributions and benefit payments.
- Possible scenarios you may encounter.
Jason Roccasalvo | TAG Partner, Superannuation Advisory & Audit
SMSF Advice | Retirement Strategies | Estate Planning
Emma Partenza | Manager, Superannuation Advisory & Audit
SMSF Specialist Adviser | SMSF Technical Specialist