Yes, if you have a Self-Managed Superannuation Fund (where you are legally responsible for your own superannuation), then you could look at investing in our Funds as part of your superannuation investment strategy. In fact, many of our investors are investing through their Self-Managed or DIY Superannuation Fund. We suggest you seek independent advice. There are a number of ways to define and measure risk.

A Self Managed Superannuation Fund is a Superannuation Fund that is managed by you and regulated by the Australian Taxation Office (ATO). All the members of the fund must be trustee of the fund.

Do-It-Yourself superannuation fund is an informal name for a Self-Managed Superannuation Fund (SMSF). Self-Managed Super Fund is a superannuation fund that is regulated by the Australian Taxation Office (ATO) and all members of the fund are trustees of the fund. There are exceptions to this rule, such as, a member who is a minor, or, one who is under legal disability. In such cases, regulatory provisions state that a member of the SMSF cannot be the trustee of the fund.

Setting up a SMSF is not for everyone. People considering a SMSF must familiarize themselves with the requirements and obligations of running a fund. We are able to provide you with basic fact sheets released by the ATO.

Yes. However this will depend on the amount you have invested in Superannuation. See our web site choice of Funds for existing Superannuation monies and future Superannuation contributions.

Generally a monthly deduction authority is lodged on the fund???s cash account to pay a regular payment to the member???s personal account.

There are a number of trust laws and legislative requirements relating to setting up a self managed superannuation fund (SMSF). If you wish to set up your own fund please contact us for further information The deed must be dated and properly executed. Content contained in the deed is important in determining the structure and operation of the fund. All superannuation funds are required to appoint trustees.

Each Trust is structured as a unit trust. Complying and self managed superannuation funds can participate in each Offer. Opus Capital expects each Trust will be a widely held trust pursuant to Subdivision C of Division 1 of the Superannuation Industry (Supervision) Act 1993 and will thus be an allowable investment for trustees of superannuation funds.

No course on the ASIC register provides training in relation to SMSFs only. To comply with PS 146 you must have knowledge of all superannuation products, even when you are advising on one superannuation product only, such as SMSF. Discounts on the above prices are available for dealer groups (10%) or individuals who pay via credit card (5%) and/or pay in full 60-days or more prior to workshop commencement (5%).

Yes, however we suggest you seek advice from the trustee of your fund to decide whether the fund’s trust deed would allow the investment and whether it would be authorised and in accordance with the fund’s investment strategy.

A small or DIY (do it yourself) superannuation fund is an individual, family or small business based fund of one to four members. The DIY fund is a separate legal entity. This is what makes having a DIY fund different to holding a member account within a larger superannuation master trust or retail superannuation product.

The first step is to open an account. You will need to download the Product Disclosure Statement and Investment Options brochure for the Wealthtrac Superannuation Master Trust. There is no minimum initial investment for the Wealthtrac Superannuation Master Trust but it is recommended that you invest at least $25,000 as a minimum administration charge applies (see page 20 of the Product Disclosure Statement for details). Complete the Individual Application form and the Investment Authority.

Yes, and the Super Secrets® to Real Estate Wealth Course reveals how to do this, and what to look out for.

Instead of purchasing individual stocks and bonds, a fund of funds selects, purchases, and sells mutual funds. Literally, a fund of funds is a mutual fund of mutual funds. We believe mutual funds represent an improved investment to individual stocks because of the added stability brought by the fund's diversification. However, there are now over 20,000 mutual funds available in the market.

You can decide to do nothing about choice of superannuation funds. There is no obligation for you to do anything. If you don’t fill in the standard choice form your superannuation will be paid into WA Local Government Superannuation Plan. . Copyright © 2005 WALGSP AFSL #269006 RSE #L0001137 RSE REG #R1004380 | Disclaimer | Privacy Statement | Site Map

Yes. To make this easier for you we have designed a form, called a Benefit Transfer form, which you can complete and send to your old fund. This form contains all the information on AvSuper that they will need and you can download it from the Forms and Publications area of this website. No fee is charged by AvSuper for the transfer, however, your old fund may charge an exit fee.

It was previously mentioned that a complying superannuation fund is essentially a regulated superannuation fund that meets the operational standards of SISA. Complying superannuation funds are taxed concessionally (i.e. a complying fund is taxed at a rate of 15% while a non-complying superannuation fund is taxed at 47%).

No. We are not a superannuation fund. If you have self-administered superannuation, then it is possible to invest as part of your investment strategy and we would strongly suggest that you seek advice.

While the strategies utilized in the different investment vehicles are generally similar, there are many distinct differences. For instance, the TFS Market Neutral Fund has daily liquidity, which is convenient for investors but can hinder performance because it limits the manager's ability to invest in less liquid securities.

A number of different brokerage houses have large mutual fund market places where an investor can trade between no load funds of different families without having to open specific accounts in those families. Examples are Scottrade, Schwab and Fidelity. There are pluses and minuses to each brokerage. Schwab has all Fund-Track funds within its market place but has much higher trading costs then others.

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A DIY superannuation fund is an individual, family or small business-based fund that consists of one to four members. There are two types of DIY super funds: Small APRA Fund (SAF) and Self-Managed Super Fund (SMSF).

Crea & Co prefer something with the name Super in it as everyone then knows the purpose of the Fund. However you do not need to have Super or your own name for your Fund e.g. if your name is Bill and Maria Jones, you could call it: You could call it some special or family name e.g. Maria's maiden name may have been Ruggiero so you may decide to call the Fund Ruggiero Super Fund.

Monies from the public are pooled in a trust structure that is managed by a team of investment professionals. This investment pool of money can be used to invest in a diversified range of assets, and assets not normally accessible to individuals. There are hundreds of managed funds, which cover different asset classes and provide a wide range of expected risks and returns.

The Catalytic Fund and the EPDF are administered by the World Bank, under the direction of Strategy Committees consisting of representatives of the participating donors. In general, meetings of the Strategy Committees take place twice a year. The FTI Secretariat reports regularly to the FTI Partners on the Funds' activities.