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Michael Jewell

Michael Jewell has been in the financial services industry since 1987. He has a deep commitment to clearly understanding his clients needs and providing quality solutions to meet their budget.

Michael recognizes the need for ongoing education is in the best interest of his clients and has completed studies qualifying him a Certified Financial Planner.

Michael believes that he can enhance their current and future position by adopting a goal based financial plan.

Michael believes there is a growing need for accurate information about self-managed or, as they’re sometimes called “Do It Yourself” (DIY) superannuation funds.

You, like many others, may be disenchanted with both the performances and the charges of your existing superannuation arrangements. One alternative you may consider is running your own fund.

There are some technical issues on which you should seek professional advice- just as you would with many of your financial, legal and tax matters, as to whether a self managed fund (as opposed to an institutionally managed fund) should form part of your financial planning.

Take a moment to consider the fact that:

  • There may be limitations on when superannuation funds can be accessed.
  • What your entitlements are, or
  • What the money can be used for.

But this does not alter the fundamental fact that it is your money. Once you appreciate this, the real issue you must address becomes how best to achieve your objections with maximum benefit to you.

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This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

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