Self-Managed Super Fund Advice and Administration

As the name suggests, a self-managed super fund is one that the members manage for their own benefit.

Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).

Correct planning also typically allows SMSFs to be the most efficient way for retirement benefits to be held.

Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.

Mick Steffan

Director and Financial Planner

Mick has been in the financial Industry since 1994 and has been giving financial advice to clients and businesses in Geraldton and the Midwest since 1999.

His advice to clients commenced as an authorised representative of Garvan Financial Planning (MLC) at Norm Jupp Financial Services, followed by the start up of his own business, Lifecare Financial Planning which resulted in a partnership with Dave Moustaka of Lifetime Financial Planning. However, in 2004 Mick returned to Norm Jupp Financial Services as senior adviser and business manager.

Besides giving financial planning advice Mick was also active in advising businesses with business planning, development and support. Some of the Geraldton businesses you may be familiar with are: Sunwest Plumbing, S&R Plumbing and Gas, and Joe Sadowski Financial Planning.

After work, Mick was active in a number of volunteer organisations including the Geraldton Volunteer Sea Rescue (training and support), the Geraldton Windsurfing Club (president and treasurer), the Coronation Windfarm and the workgroups of beautifying Coronation Beach and Point Moore.

Mick Steffan is an authorised representative (243608) of Dover Financial Advisers Pty Ltd (AFSL 307248).

Contact Us

Contact Us

Relevant Articles...