There are many good reasons to set up a SMSF, but following the rules is not a game of chance. Follow this 5 step guide to determine if you need a SMSF, learn how to create an investment strategy, how to decide what type of trustee structure is for you and completing your trust deed. 

General Advice warning:
Pearl Funds Management, an authorised representative AFS Rep No 001254808 of Banyan Securities Pty Ltd AFSL 484139
The information presented by us is general in nature and does not take into account your personal goals and objectives. It does not represent financial product advice. You should always seek independent legal and financial advice before making a decision in relation to a financial product. Read the Product Disclosure Statement (PDS) before making a decision. You should consider your own circumstances, needs and financial objectives before making a decision.

Daniella D'Ambrosio
22 January 2015