How Much Does It REALLY Cost To Run a Self-Managed Super Fund (SMSF)?

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  • Опубликовано: 12 янв 2025

Комментарии • 15

  • @IreneZhu
    @IreneZhu  8 месяцев назад

    🔎Be a smart Value investor by using Seeking Alpha Premium to get 20% discount with 7-day trial: www.sahg6dtr.com/392M6MZ/R74QP/

  • @Woodland26
    @Woodland26 7 месяцев назад +1

    I pay about $4500 accounting and audit fee each year.

  • @crlyap
    @crlyap 4 месяца назад

    Can you check stake superfund ? It's handled all the paperwork and requirements basic for $990/year with property $1690/year and more complex $2400 /year
    And investing like normal brokers acct once all set up

    • @IreneZhu
      @IreneZhu  4 месяца назад

      Thanks, I will look into it.

  • @man8god
    @man8god 7 месяцев назад

    what about the CGT benefits of having assets CGT free in retirement ? apparently there are big differences from say a SMSF where index funds are bought and held until CGT exempt in retirement vs ‘pooled funds’ in a big super fund

    • @IreneZhu
      @IreneZhu  7 месяцев назад

      Tax free during pension phase and the 15% tax during accumulation phase are the main benefits of leaving money in Super funds, there are many industry super funds provide index fund options, not only SMSFs.

  • @LantanaLodge
    @LantanaLodge 6 месяцев назад

    Any chance you could do a video reviewing stake super? I’d be interested in the fee competitiveness.

    • @IreneZhu
      @IreneZhu  6 месяцев назад

      @@LantanaLodge I'll look into that.

  • @davidadekoya3468
    @davidadekoya3468 7 месяцев назад

    SMSF is definitely not for me, just watched and liked to support Irene. Well done

    • @IreneZhu
      @IreneZhu  7 месяцев назад

      Thank you for your time to watch David!

    • @SHperth
      @SHperth 7 месяцев назад

      @@IreneZhu would you be able to do another video on comparison between DIY Mix options and premix options?😊

    • @IreneZhu
      @IreneZhu  7 месяцев назад +1

      @@SHperth Hey Brian, ruclips.net/video/Hz9RIzhCjoM/видео.html this video has the lastest top premix comparisons based on Morningstar. What exactly do you wish me to compare between the single sector vs premix options?

    • @SHperth
      @SHperth 7 месяцев назад

      @@IreneZhu thanks Irene for linking me to that video. Just another informative and insightful one. Thanks!

    • @IreneZhu
      @IreneZhu  7 месяцев назад

      @@SHperth I'm glad it's helpful Brian! Appreciate your support.