How Much Does It REALLY Cost To Run a Self-Managed Super Fund (SMSF)?
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- Опубликовано: 20 июл 2024
- Thinking of setting up a Self-Managed Super Fund (SMSF)? how much does it really cost to run a self-managed super fund? It's crucial to understand the costs involved. In this video, we break down the various expenses you'll face, from setup fees and ongoing administration costs to audit charges and investment management fees. We will find out what is the balance size that makes SMSF cost effective.
#SMSF #costofrunningSMSF #balance
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Chapters
00:00 Intro
00:45 ASIC's suggested $ to run SMSF
01:22 Cost Breakdown
02:42 Operating & Total Expenses revealed
03:16 APRA-regulated Super funds
05:24 Other considerations 
Развлечения
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I pay about $4500 accounting and audit fee each year.
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
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.
Any chance you could do a video reviewing stake super? I’d be interested in the fee competitiveness.
@@mitchwills3423 I'll look into that.
SMSF is definitely not for me, just watched and liked to support Irene. Well done
Thank you for your time to watch David!
@@IreneZhu would you be able to do another video on comparison between DIY Mix options and premix options?😊
@@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?
@@IreneZhu thanks Irene for linking me to that video. Just another informative and insightful one. Thanks!
@@SHperth I'm glad it's helpful Brian! Appreciate your support.