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).
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.
Geoffrey Rogers
Financial Planner/Director
Geoff specialises in superannuation strategies, investment planning, taxation planning, retirement planning including Centrelink, personal risk insurance and business advice.
He graduated with a Bachelor of Commerce, with a major in Accounting and a Sub Major in Law in 1993. He holds a Graduate Diploma in Financial Planning, from which he gained knowledge about various financial planning strategies.
Prior to joining Camden Valley Financial Solutions in March 2004 as Accountant and Financial Planner, Geoff was employed for 16 years in Business Banking with a major bank in Sydney and also spent time at a Financial Planning/Mortgage Broking company in a senior position.
In early 2017 Camden Valley Financial Planning was created out of Camden Valley Financial Solutions to provide a dedicated branch for financial planning.
Commercially-minded and practical, Geoff is highly valued for his technical knowledge and practical approach to helping clients and is praised by clients for his ability to provide simple advice on complex matters.
He has a love of all sports and is community minded with roles on the local Chamber of Commerce.
Contact Us
Relevant Articles...
What happens to your super when you don’t need it any more?
Superannuation benefits are not automatically subject to your will. That means the trustees may not send the money where you want it to go when you die. But there is a solution! Read on.
Splitting super contributions between you and your spouse.
'Super splitting' is not just a term for managing super when a couple separates. Couples who remain together can also split super between themselves. This opens up a raft of planning opportunities, which we explore in this week's article.
The Government is Giving Away Free Money!!!
Yes, it’s true. The government is giving away free money. There are a few catches, however, and they’re not going to give you a fortune. But if you qualify, this is a government perk that is well worth contemplating.
Personal super contributions – let’s hear it for the Tax Office!
As of 2017, almost all working Australians can make a personal superannuation contribution for which they claim a tax deduction. For most people, this provides an immediate positive return on their investment. This article explains how to make the most of personal superannuation contributions.