Understanding Self-Managed Super Funds

Last update - 17 August 2023 By Charity Bru

This is an engaging and informative webinar that delves into the realm of Self-Managed Superannuation Funds (SMSFs) and explores the reasons why it could be the choice for you. Whether you're an aspiring investor, a seasoned professional, or simply curious about exploring new avenues to maximize your retirement savings, this webinar is designed to provide you with the knowledge and insights needed to make an informed decision.

In this webinar, our Head of Superannuation, Charity Bru will guide you through the compelling advantages and unique opportunities that come with establishing and managing your own SMSF. You’ll gain a comprehensive understanding of the key benefits, considerations, and strategies associated with SMSFs, empowering you to take control of your retirement savings like never before.

This webinar will cover questions and topics like:

1. SMSF Basics
2. Who is an SMSF ideal for?
3. Establishing an SMSF
4. Operating an SMSF
5. Who is an SMSF not right for?

Important Notice:

Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.

Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

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DISCLAIMER: Rivkin aims to provide clear and simple information to those visiting our website. If any part of this disclaimer does not make sense, please phone Rivkin and ask to speak with a member of our Dealing and Relationship Management Team. Rivkin provides general advice and dealing services on securities, derivatives and superannuation (SMSF). Rivkin also provide SMSF administration and accounting services. Rivkin does not provide advice that takes into account your, or anybody else's, investment objectives, financial situation or needs. It is important for you to consider the relevant the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained for free by calling 1300 748 546 or visiting our website https://about.rivkin.com.au/legal-documents/. We strongly suggest that you consult an independent, licenced financial adviser before acting upon any information contained on this website. Investing in and trading securities (such as shares listed on the ASX) and/or derivatives (such as Contracts for Difference or 'CFDs') carry financial risks. CFDs carry with them various additional risks that differ from more simple securities such as fully-paid company shares. Some of these risks include not owning the underlying instrument from which a price is being derived, settling trades 'over the counter' with a financial institution rather than on a stock exchange, and using leverage to gain access to trades that may have a higher face value than your initial deposit. This risk of leverage means that it is possible to lose more than your initial investment. Our aim is to create more life choices for our clients, which means improving the wealth of clients throughout many market cycles by nurturing a relationship spanning many years. If you are not comfortable with your understanding of the risks involved before using a Rivkin product and service, please contact our office to seek further information or make an appointment to sit with one of our friendly financial experts. It is in our interest for your Rivkin experience to be a rewarding and comfortable one. Rivkin is a trading name of Rivkin Securities ABN 87123290602, which holds Australian Financial Services Licence No. 332 802.

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