Future Fund™
Future Fund™ is FINH’s three tiered Self Managed Superannuation Fund package. There are three different levels to choose from:
| LEVEL 1 Self Managed Superannuation Fund start up. |
LEVEL 2 FINH manages an existing Self Managed Superannuation Fund. |
LEVEL 3 FINH provides Full Portfolio Selection, Management and Reporting. |
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FINH will set up a Self Managed Superannuation Fund for those needing a Superannuation Fund for the first time. This service is based on a fixed fee.
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FINH can provide the management and compliance requirements for an existing Self Managed Superannuation Fund. This includes management of all related paperwork, preparation and lodgement of tax returns, fund accounts and audits done on a regular periodic basis and year round technical advice from your Personal Account Manager. We can also provide a free and seamless transfer from other service providers. This service is based on a fixed annual fee. |
This service is for the individual trustees of a Self Managed Superannuation Fund who are either time poor or lack the expertise to manage their investments. FINH has over 40 years of independent expert investment experience enabling them to provide independently researched investment recommendations. The package also includes ongoing investment portfolio management, access to online live portfolio reporting and ongoing quarterly performance reporting. The most important aspect of this level of service is you can choose a fee option where you pay us only when your fund positively performs. If your fund does not achieve a periodic positive return you don’t pay a cent in fees. |
[FINH is able to offer these services as an authorised representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licence holder (AFSL No. 234951]
Who Uses Future Fund™?
- Those who desire a clear and professional strategy that complies with the law.
- People preferring an advisor to work with them, not just for them.
- Individuals who expect their superannuation fund to be regularly reviewed and positioned to deliver real, long-term gains in line with their investment strategy.
- Those looking for the least amount of administration and worry.
What are the Benefits of Using Future Fund™?
- You only pay when your fund positively performs.
- Take the worry out of legal compliance.
- Investment advice you can trust.
- Expert advice for effective tax planning.
- Knowing you have a strategy for future.
- Personal income when you need it.
- 24hr online access to your portfolio.
