Tue 18 Dec, 2018
How Adam is Investing in Shares with an SMSF
After spending many years with an industry fund, I no longer felt confident leaving my super and retirement fund in the hands of a half-interested funds manager. I realised it was time to start taking control of my super by investing in shares with an SMSF.
When my brother and I started researching SMSF providers, we were immediately blown away by Squirrel. The team were by far the most helpful in answering all the questions we had - whether it was about SMSFs, our investment options, or the rules and regulations we need to abide by, the Squirrel team was beyond helpful. But what really sets Squirrel apart from other superannuation companies is the personal service we receive. With Squirrel, we really feel taken care of. Whereas with our previous superannuation company, we felt like we were one of hundreds of thousands of other customers.
Before I set up a self-managed super fund, I was never really interested in investing in shares. But, with my Squirrel SMSF, I am now trading daily on the stock market and loving it! The control and freedom I have over my fund has made investing in shares with an SMSF much more rewarding. I love that Squirrel’s platform let’s me see the daily movement of my shares and super balance from anywhere.
Thanks to the Squirrel team, setting up my fund and investing in shares with an SMSF, has been a pleasant and straight forward process. Kishani in particular is always amazing in helping me out whenever I have questions regarding my SMSF. I also love that Squirrel deals with all the financials and bookkeeping of my SMSF, without charging me extra. With Squirrel’s support, I’m able to focus on growing my retirement fund without worrying about the admin of my fund.
I feel very happy to be able to be in control of my super with a Squirrel SMSF, and hope to purchase an investment property later down the track. Thank you Squirrel!
-Adam, 39, NSW