PODCAST WITH EVALESCO

SMSFs: Are They Right for You? What You Need to Know!

In this episode of the Healthy, Wealthy, and Happy podcast, host Jeff is joined by Financial Adviser Virginia to unpack the ins and outs of Self-Managed Super Funds (SMSFs), one of the most popular wealth-building tools in Australia.

They discuss why SMSFs are so widely used, exploring the perception versus reality, and outline the key factors needed to set one up correctly. Virginia explains when an SMSF makes sense, sharing real-world examples of how they can work effectively. They also dive into why expert advice is essential and who should be involved in the process.

If you’re thinking about managing your own super, this episode is a must-listen before making any big decisions.

Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.

Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313, ABN 23 962 645 633 of The Principal Edge Pty Ltd AFS Licence 225029, ABN 82 003 710 26382 003 710 263

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