Luke on 2CC – A deep dive into Self Managed Super Funds

Luke on 2CC – A deep dive into Self Managed Super Funds

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 13 October 2023.  The show today looks at Self Managed Super Funds – they’re increasingly popular but many people don’t know how they work or what the pros and cons are. Of course, self managed superannuation funds aren’t right for everyone. The topic this week for the show is: Self managed superannuation funds, are they the right choice for your retirement savings?

Key topics covered include:

  • What are the pros and cons of self managed super funds?
  • Can you hold real estate in a self managed super fund?
  • Are self managed super funds more expensive?
  • What are the differences between a SMSF and other types of funds?
  • What kinds of assets can you hold inside an SMSF?
  • Luke shares his top tips around self managed funds.
  • Remember seek advice if you need help. You don’t have to go it alone.

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

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Is a self managed superannuation fund right for you?

Self managed super funds, seek financial planning advice with Envision Financial Canberra.
Self Managed Superannuation Funds come with extra flexibility and more investment choice. But there’s also more responsibility too. Seek advice if you need help to explore your own super options.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement with consideration of your cashflow and debt. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.

Avoid the top 5 risks in retirement planning by reading SMART MONEY STRATEGY - Luke's book!


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