A Lawyer and Financial Advisor Walk into a bar

Should I set up a Self-Managed Super Fund?

Alex and David Season 3 Episode 49

Should I set up a self-managed super fund?

The question is – what is the purpose? Why do you want to do it? Is it appropriate for your circumstances?

Alex and Dave are back for 2024 and in this episode they discuss examples of when it is appropriate to set up a self-managed super fund, how self-managed super funds work and what is actually involved, and the obligations and potential implications that you should consider before taking the leap.

#WealthActivism #legal #podcast #melbourne #smsf #business

David Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

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