A major attraction to having a Self-Managed Superannuation Fund is the possible savings in ongoing management costs. However, our research shows that there is minimal to no cost savings for funds with combined entitlements of less than $200,000, when compared with Public Offer Funds such as AMP, MLC, NAB etc. In this case, we do not recommend establishing an Oakbridge Self-Managed Superannuation Fund.
If you have less than $200,000 in Superannuation entitlements, we can implement strategies that will help you accelerate your retirement savings. These strategies include Salary Sacrifice and Transition to Retirement.
When it comes to planning for your financial future, it’s not important what you start with, it's simply important to start.