Chase Edwards provides specialist financial planning advice to assist clients in establishing self-managed superannuation funds. In partnership with Secure Super, Chase Edwards services clients throughout Australia from its Newcastle office.

1. Chase Edwards
A Leading Provider Of Support And
Advice For Self-managed
Superannuation Funds

2. Chase Edwards provides
specialist financial planning
advice to assist clients in
establishing self-managed
superannuation funds. In
partnership with Secure
Super, Chase Edwards
services clients throughout
Australia from its Newcastle
office.
More info on:
http://www.chaseedwards.com.au/

3. The Chase Edwards team in concert with its referral
partners can set up self-managed super funds for a
variety of purposes. A fund of this nature provides
many taxation opportunities and is increasingly
gaining popularity as a vehicle for purchasing
investment property.More info on:
http://www.chaseedwards.com.au/

4. Chase Edwards is able to guide
clients through the often
complicated process
associated with borrowing
money to purchase property
with your self-managed super
fund. This advice also includes
understanding whether a
property is the correct fit for a
retirement investment
portfolio.
More info on:
http://www.chaseedwards.com.au/

5. According to recent statistics from
the ATO, there are currently more
than 500,000 self-managed
superannuation funds operating in
Australia. These funds afford a
considerable amount of freedom
when it comes to selecting the type
of investment class to benefit your
retirement.More info on:
http://www.chaseedwards.com.au/

6. Furthermore, investors in the
process of transitioning to
retirement are increasingly
turning to self-managed
superannuation funds in order to
resolve concerns regarding the
implications of capital gains tax.
However the range of asset
classes that are permissible
through a SMSF can be
overwhelming for a typical
investor. More info on:
http://www.chaseedwards.com.au/

7. These include:
Australian managed funds
International shares
Australian shares
Property (commercial,
residential and industrial)
Property/investment trusts
Warrants, options and CFDs
More info on:
http://www.chaseedwards.com.au/

8. Chase Edwards can fully tailor
your superannuation fund to
provide greater hands-on
control over your money,
thereby allowing you greater
determination over your
financial future. But as many
holders of self-managed
super funds are finding: with
increased power comes
increased responsibility.
More info on:
http://www.chaseedwards.com.au/

9. Chase Edwards’ is able to take the hassle and
stress out of operating a self-managed super
fund by providing specialist advice and ongoing
support for typical mum and dad investors. The
company’s financial advisors can assist clients in
every stage of the process.
More info on:
http://www.chaseedwards.com.au/

10. Importantly, Chase Edwards
will also undertake a
comprehensive assessment
to determine an investor’s
risk profile. The eventual
composition of a self-
managed fund’s investment
portfolio will reflect a client’s
appetite and suitability for
risk. More info on:
http://www.chaseedwards.com.au/

11. These may include:
Fluctuations in the overall performance of one
asset class over another
The frequency of income streams afforded by
various assets – share dividends for example may
occur yearly, whereas rental receipts are collected
monthly
More info on:
http://www.chaseedwards.com.au/

12. The associated costs of purchasing
and maintaining assets within a
self-managed portfolio – shares
are relatively self-contained
The inherent risk levels associated
with investment classes. No
investment is without risk
however certain products will
carry substantially more than
others
More info on:
http://www.chaseedwards.com.au/

13. The capacity for a client to
tolerate risk. This is an
important factor that will have
implications for the mix of
assets present in a self-managed
superannuation portfolio. If a
client is averse to the daily
fluctuations of the stock market,
traditional bricks and mortar
investments may offer greater
surety and piece of mind.
More info on:
http://www.chaseedwards.com.au/

14. Chase Edwards is able to provide
ongoing advice regarding new
investment opportunities and
strategies to benefit a client’s
portfolio. Adopting a flexible
approach to new investment
strategies allows Chase Edwards’
clients to quickly assess.More info on:
http://www.chaseedwards.com.au/