The Money DoctorsThe Money Doctors
Clean

Is an SMSF right for you?

View descriptionShare

The Money Doctors

The Money Doctors offers conversations on financial wealth and money matters for Australian medical and dental professionals. This podcast is proudly 
76 clip(s)
Loading playlist

Many people who want more hands-on control over their investments and their retirement are opting for a self-managed super fund (SMSF). It allows you to choose assets like property and manage your retirement savings directly.

But, establishing and maintaining an SMSF involves significant costs and ongoing compliance. Vanessa Smith, Director at the Bongiorno Group, and Michelle Harrod, Tax Manager and Head of SMSF at the Bongiorno Group, says it’s wise to create and regularly review an investment strategy that considers risk, liquidity, diversification, and insurance.

Seeking financial advice, they insist, is critical to ensure the SMSF aligns with your long-term retirement goals and complies with legal requirements.

MORE INFORMATION

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch.

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. The Money Doctors

    76 clip(s)

The Money Doctors

The Money Doctors offers conversations on financial wealth and money matters for Australian medical  
Social links
Follow podcast
Recent clips
Browse 76 clip(s)