DIY super funds
Gain control to maximise your super
Having your own super fund gives you more control over your retirement savings, as well as offering you a broader range of investments, the potential for better tax outcomes and significant flexibility.
Perpetual Private Clients can offer you a highly personalised DIY super fund service designed to meet your long-term needs. We can work with your existing accountant or DIY super fund provider (if required) to ensure the best outcome for your situation. As a trustee company, we can also act as trustee of your super fund, and have been providing this service since 1994.
We can help you with:
- Establishing a DIY super fund (a self managed super fund or small APRA fund).
- Ongoing advice, management and administration.
- Suitable structures and investments for a DIY super fund.
- Gearing strategies.
- Capital gains tax reconstruction for your existing fund.
- Withdrawing a pension from your fund during retirement.
- Ensuring you can tax-effectively transfer your fund’s assets when you pass away.
Would you like to know more?
- Ask a question
- Phone 1800 631 381
Want to know more?
Phone 1800 631 381
