Do-It-Yourself Super: Is It For Everyone?
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Running Time: 8:32 Date: 01/05/2013 Is DIY Super a suitable fit for you? Self-managed super funds are the growth area of retirement investment, but are they the right vehicle for everyone's savings? Tony Cahill, General Manager Wealth Investment at BOQ, says it's important to make sure - as trustees and members - that you have the understanding and the capacity to manage the fund properly and in compliance with the law and the regulator, which happens to be the Tax Office. The benefits, says Tony, are greater control of your investments and the facility to manage estate planning more effectively. Good advice, on a regular basis, is essential to ensure that the fund complies with its own Trust Deed and with the law. Topics: Financial Management, Investment, Legal |
Tony Cahill, BOQ |