Benefits of a Self Managed Super Fund

Benefits of a Self Managed Super Fund

The MB+M/OzPlan team bring you Part Two of the Jeremy Hall – SMSF Specialist’s series. In, this video Jeremy and Vince Gagliardi discuss Benefits of a Self Managed Super Fund and some potential pitfalls.

For us at MB+M/OzPlan it is very important we remain connected to you, our clients, and prospective clients, especially in these challenging times. Therefore, over the coming months we will introduce you to the rest of our team so you can to put a face to the name when you receive or make a call from/to us.

So we hope you enjoy the second of the series of video’s by Vince Gagliardi & Jeremy Hall.

If you have questions you would like answered, or need help with your personal wealth creation plan, please reach out to the Wealth Creation Team on 03 5821 9177 and speak with one of our certified advisers.

Keep Safe & Keep Well.

MB+M – OzPlan Team

ATO – Self Managed Super Funds
OzPlan Financial Services

MB+M/OzPlan Wealth Creation Team


This publication has been compiled by OzPlan Financial Services, ABN 35 005 391 202 AFSL 221235 and is current as at time of preparation, April 2020

Material contained in this publication is an overview or summary only and it should not be considered a comprehensive statement on any matter nor relied upon as such. The information and any advice in this publication do not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. To the maximum extent permitted by law: no guarantee, representation or warranty is given that any information or advice in this publication is complete, accurate, up-to-date or fit for any purpose. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on any information or advice in this publication.

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