Your Super

You may find it helpful to consider leveraging your current investment base by establishing your own Self-managed Superannuation Fund (SMSF) as part of your investment into Theta Capital Investment & Theta Trading.

There are a number of compliance requirements which must be met for a self managed fund, and you should seek professional advice.

We work closely with an accounting practice where they have a specialised division that handles self managed superannuation for their clients (not Theta accountants in order to avoid any conflict of interest) and they will be happy to work through with you what a SMSF is, what your roles and responsibilities are, how it may benefit your circumstances, and the upfront, and on-going costs to run your own SMSF.

If you would like to speak to a Self-Managed Superannuation specialist contact us at admin@thetainvestments.com.au & we will happily forward your details on.

For further information relating to self managed funds, please refer to the following link: http://www.ato.gov.au/super/