Choose the right investment for your Geelong superannuation fund

When it comes to superannuation Geelong people want their funds to allow them a comfortable life on retirement.

Whether you want to relocate to a sunny coastline up north, travel overseas or devote time to a hobby, it’s important you have a healthy superannuation balance to allow you to enjoy life after work.

And that’s why it’s so important to make the right investment choices for your Geelong superannuation fund. Just because you choose to self-manage your superannuation doesn’t mean you can’t benefit from strategic, targeted advice from qualified professionals in investment areas including goals, strategies, diversity and options.

When it comes to self-managed super fund (SMSF) investment, Australians have a love affair with Aussie shares, direct property and cash including term deposits. While other asset options exist such as collecting art, these three main categories represent almost 75 per cent of total investments in SMSFs across the nation.

While CD&G Accountants can’t provide investment advice for fund trustees – who have investment-decision control at all times – we can still play an important role in many ways including helping with accounting requirements for SMSF investments and making sure your trust deed allows you to actually invest in the item or items you’ve selected.

We are also experienced performers when it comes to ensuring you have a quality set-up and structure for your SMSF. When you work with our experienced team you can rest assured all eligible tax concessions have been considered in your super fund’s foundation and that it uses the most efficient and simple management options for your convenience.

CD&G Accountants can also make sure your SMSF set-up has completed necessary steps in areas including fund registration with the ATO and the appointing of a trustee or trustees.

A SMSF is an investment in your future, allowing you to increase your wealth for those retirement years, no matter how far or close that `end of work’ date might be. How well your superannuation in Geelong performs will have a big impact on your life, so it pays to get the foundation – set-up and structure – correct from the start and ensure you draw on quality accounting services for its operation and investments. That’s why turning to CD&G Accountants for advice and assistance is a sound financial decision. We can also help in areas including compliance of SMSF rules and SMSF contributions.

If you would like more information on how CD&G Accountants can help with your superannuation and its investments, please contact us. We’d love to help.