How to set-up an SMSF
Ready to take control of your super and start your own self-managed super fund (SMSF)? Gain the confidence you need to take the leap. Setting up your SMSF needs to be done correctly so that it’s eligible for tax concessions, can receive contributions and is as simple as possible to administer.
Join Executive Planner, Katerina Sousalis, to gain expert insights into:
- Choosing, appointing and managing the trustees of your fund;
- Ensuring the legal structure has been set-up correctly and all registrations are accurate;
- The importance of considering and preparing your exit strategy.
Come armed with your questions and join Kat for a session and have us simplify the complexities of the SMSF start-up process.
Katerina Sousalis
Katerina’s continued success is evident from the number of referrals and praise she receives from a growing list of loyal clients. It’s not unusual for clients to drive considerable distances from country Queensland to engage with her because they have established a relationship built on trust and a deep understanding of what’s important. “Taking the time to really listen to clients and understanding that every client’s wants and needs are unique enables me to effectively convert ‘words’ into tangible actions that lead to consistent, measurable results.”
Katerina’s personal philosophy is to maintain her values at all times, even when challenged, and to remain focused on delivering only the best possible outcomes for her clients. She is concerned by certain elements in the industry who lower their standards to achieve what are perceived as ‘quick results’ that are irresponsible and unsustainable. With Katerina, success is not defined purely by the financial outcomes but by valued processes and a financial ‘journey’ that stands the test of time.
