Is a Self-Managed Super Fund (SMSF) Right for You? | Pizz-Spectives with Rob Pizzichetta
Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores whether a self-managed super fund (SMSF) is the right choice for you. Rob delves into the differences between individual trustees and a corporate trustee structure, outlines the essentials of a trust deed, and explains the registration process with the ATO. He also covers critical aspects like establishing a dedicated bank account, formulating an investment strategy, appointing service providers, and preparing an exit strategy. Discover how you can gain greater control over your superannuation investments and the responsibilities that come with managing an SMSF. For expert guidance, contact Rob at rob@montwealth.com.au.
00:00 Introduction to Pizz-Spectives
00:11 Understanding Fund Structures
01:24 Trust Deed Essentials
02:07 Registration and Compliance
02:44 Banking and Asset Management
03:23 Crafting an Investment Strategy
04:05 Appointing Service Providers
04:26 Preparing an Exit Strategy
04:54 Suitability and Professional Support
05:46 Conclusion and Contact Information
