Bruised investors looking for a safety-first path in #SMSF (Self Managed Super)

Global financial volatility has made investors increasingly focused on the type of assets they hold, with many choosing to move out of conventional superannuation funds into self-managed super funds (SMSFs). These are described by PIMCO head of global wealth management Peter Dorrian as tending to be “property and cash heavy”, with Providence Wealth managing director Grant Patterson also pointing out government bonds, particularly American treasuries and bonds, as a potential “bubble” class of investments that nonetheless should provide some stability in the future.

Peter Burgess, national technical director of the Self-Managed Super Fund Professionals Association of Australia (SPAA), also considers liquidity an important consideration for asset allocation in such funds.
As reported by Gayle Bryant, Australian Financial Review, Special Reports, Page 56 9 November 2011

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Self-Managed Superannuation Service Providers in Australia. SuperBenefit provides a wholistic SMSF assistance, education and administration service continuum - 1. “assistance” is help of whatsoever nature where our overall SMSF experience and knowledge enables us to provide assistance/help without any legal (or “license”) limitations. 2. “education” involves providing knowledge through teaching, coaching and mentoring about all matters SMSF, including (but not limited to) investment issues such as equities and property, 3. “administration” encompasses all admin aspects of legally required SMSF trustee and member record keeping including (but not limited to) audit and ATO matters. In keeping with our key point that SuperBenefit does not provide Financial Advice, where issues arise from 1, 2, and/or 3 above Indicate a need for a legally authorized provider (such as a Financial Adviser) and the client does not have their own service provider, the client can utilize SuperBenefit’s ‘Connect Assist’ … SuperBenefit, in itself, does not provide Financial Advice, but it does provide the wherewithal for great SMSF service. WE do not provide Financial Advice or any other service that requires a legally authorized provider. However, where such advice or service is required we have our ‘Connect Assist’, a SuperBenefit resource we use to connect clients to a Licensed Advisor or other legally authorised service provider. Call us 0407 361 596, no obligation FREE Connection call to see how we can help you!
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