John, Kardinya

John, Kardinya

“Just over a year ago now I was speaking to Kevin Sallis in very general terms about Self Managed Superannuation Funds because I was interested in setting one up so that I could buy some property jointly with one of my children.

Kevin said he would like to have a look at my existing superannuation investments to see if a self managed fund would be in my better interests regardless of whether I went ahead with the property purchase.

I was not interested in having to manage my superannuation investments (the buying of shares etc) so I was therefore reluctant to enter into a self managed fund. When Kevin told me that he would manage all the investments for me and that I would not have to arrange any buying or selling, I thought there was no harm in getting his opinion.

After an initial review of my fund, Kevin pointed out exactly how much I was paying in management fees and told me that he could manage my fund for about a third of the price I was then paying.

I have had my own superannuation fund since the beginning of this financial year and have not been overburdened by any extra administrative work and I am paying a fraction of the cost I previously paid my fund manager.

To anyone who is reluctant to set up a self managed superannuation fund because the fear of mountains of administrative paperwork, think again. Talk to Kevin and let him explain how little extra you will have to do and the savings will surprise you.”
John, Kardinya