Want a Self-Managed Super Fund
without the hassles of a Self-Managed Super Fund?

When talking about the best way to gain full control of how your super is invested, the idea of a Self-Managed Super Fund is often recommended. Despite this, many people are unaware of the responsibility and compliance burdens that an SMSF can create. An excellent alternative is a wrap platform, which often provides similar levels of flexibility and control over your investments at a much lower cost.

A wrap platform consolidates all your investments together on one platform and allows access to a range of investment options including managed funds, domestic and international equities, index funds, term deposits, exchange traded funds (ETFs) and listed investment companies (LICs). Additionally, you have access to comprehensive reporting, with capital growth and income payments from dividends reported in a transparent fashion, as well as clarity on fees and transactions.

However, with a wrap platform, even with involvement from an adviser who will assist with the cashflow and investment buys and sells, it is important for you to stay involved and make the final decision. Additionally, admin fees can be higher than those of a retail/industry fund, thus it is generally recommended for investors with more than $500,000 to make it more cost-effective. It is also important to note that with wrap platforms, you cannot get access to direct property.

At EPG Wealth, we specialise in providing investment advice tailored towards your personal & financial goals. If you are interested in taking full control over your investment methodology, feel free to contact one of our advisers.

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