Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Correct planning also typically allows SMSFs to be the most efficient way for retirement benefits to be held.
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
I am passionate in my quest to help clients achieve their financial freedom.
To have choices is ultimately what drives us all and I can help clients visualize, quantify and set out on the road to achieve their personal lifestyle goals.
Originally qualified and experienced in corporate finance, I migrated as part of as US scientific multinational to Australia in 2003 where I led manufacturing operations and latterly assumed divisional site and regional leadership roles throughout the Asia Pacific region.
My own journey to financial freedom started in 2011 when my wife and I visited a planner for the first time and were surprised to understand the power of financial choices and I then spent a number of years studying culminating in a Masters Financial Planning qualification in 2015.
I joined the profession early in 2016 and love the feeling of making a positive impact to the lives of the people I meet on a daily basis.
Mark Baldwin is an authorised representative (1242066) of Dover Financial Advisers Pty Ltd (AFSL 307248).