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Useful Links

  

Australian Tax Office (ATO)  

  

MoneySmart (Gov) Website 

  

Financial Planning Association of Australia (FPA) 

  

Mortgage & Finance Association of Australia (MFAA)  

  

  

  

  

  

  

  

  

  

 

  

  

  

  

  

 

  

  

 

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Self-Managed Super Funds (QROPS)

  

Self-Managed Super Funds (SMSFs) are not for everyone, there must be a very good and compelling reason why a person would consider having one and even that does not necessarily warrant us proving advice to a person to establish one.

  

We only provide advice for a person/s to establish a SMSF if we strongly believe it is the most appropriate solution. 

  

Setting up a SMSF so that it can obtain QROPS acknowledgement from HMRC so that it can accept UK Pensions transferred in to it can be a very compelling reason.

  

At Vista we will only recommend this pathway once we have fully explored your position and are confident that it is the right thing for you.

  

If you are thinking about setting up a Self-Managed Super Fund the ATO have some very good educational resources including videos and we would encourage you to have a look at these:

  

http://www.ato.gov.au/Super/Self-managed-super-funds/Thinking-about-self-managed-super/