Self managed superannuation (SMSF)

Self Managed Super (SMSF)

Do you want more from your super? More control? More freedom as to what you invest your ‘hard earned’ in? Maybe you’ve been thinking about building a property portfolio?

Then, you might be wondering is an SMSF right for you?

What could you invest in?

Almost anything – as long as it’s likely to appreciate in value and is held at what the ATO refer to as ‘arm’s length’ (see our SMSF FAQ).

  • property
  • interest bearing deposits
  • government bonds
  • shares
  • gold
  • art

Developing a super plan that’s right for your future will depend on your current super balance, how you assess risk, your life stage and your life goals.

Learn more about the benefits of your own self managed super fund here.

Give Kerry a call to discuss how you can make your super work better for you on 6023 1700

Got a question? Get in touch

If you've got financial or business questions, or you just want to run something by us, we'd be delighted to really talk to you – in person, over the phone - call us on 02 6023 1700 - or you can use the form below and we'll get back to you.

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Mason Lloyd is licensed to provide superannuation advice only through SAN.

SMSF Adviser Network (SAN)’s details are as follows - website, AFSL number - 430062 & ABN 64 155 907 681. Mason Lloyd is the Corporate Authorised Representative and Kerry Lloyd is the Individual Authorised Representative (ARN - 00126027, ABN - 40 115 023 973). You can reach Kerry on 02 6023 1700 or via the form on this page.

About us:

Lloyd Accounting is a boutique accounting firm based in North Albury that operates with the sole purpose of making your tax and business affairs as easy as possible. For us, it's about really understanding what it is you're wanting to achieve and then using our experience and expertise to help facilitate that.

Please note - our new location:

Lloyd Accounting is now located at 932 Waugh Rd, North Albury, NSW.

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