Your Guide to Small APRA Super Funds (SAFs)

There are some people who shy away from SMSFs for a variety of reasons that may include:

  • Being disqualified from being a trustee
  • Prolonged overseas residence
  • Concerns about their personal capacity to act as a trustee for a SMSF

People with the concerns listed above should not regard themselves as permanently excluded from the world of self-managed retirement vehicles.

There is a relatively unknown option that can grant access to a wide range of investment options while also, at the same time, allaying the fears of non-compliance or ineligibility that some investors may have.

The full name of this particular investment vehicle is quite a mouthful: Small Australian Prudential Regulation Authority Funds. Fortunately it is much more common to refer to it as SAFs! SAFs share many similarities with SMSFs but there are also crucial differences which should make them attractive investments for certain types of investors.

By the end of the book, this is what you will know:
  • SAFs and SMSFs: The Similarities and Differences
  • Advantages of making use of SAFs
  • Lowering the risk of non-compliance
  • Providing a lifeline to those unable to continue their management of funds
  • Possible Disadvantages of making use of SAFs
  • Setting up a SAF
  • Who should act as the professional trustee?
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This eBook does not substitute professional tailored financial advice. If you wish to meet with an adviser please Make an Appointment.

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