FAQ's - Morgan Piper Capital

What Are the Key Benefits of an SMSF?

Benefits include greater control over investment choices, potential cost savings, the ability to tailor investment strategies, and the option in many instances include other family members.

How Can I Access Funds from my SMSF?

Generally, you can access your SMSF funds when you reach the preservation age (between 55 and 60, depending on your date of birth) and meet certain conditions. This is typically through retirement or transition-to-retirement strategies.

What Are the Main Responsibilities of SMSF Trustees?

Trustees are responsible for the fund’s compliance with superannuation laws, investment decisions, record-keeping, and reporting to regulatory bodies like the Australian Taxation Office (ATO).

What experience do the Investment managers have?

The investment management team have decades of experience. Over the past five years the management team have developed several funds.

One Fund capped at a $15 million.
Another fund capped at $25 million.
And another at $5million.
The current Investment Fund will be capped at $20million.

What returns have been paid to investors

Each fund have constantly distributed around the 15%pa returns.

Who is Churchill Securities Pty Limited

Churchill Securities was established in May 2014 and holds an Australian Financial Services Licence. No 293734. If you go to the Churchill Securities website there is a publication that provides you with all the details on Churchill, you will require.

Where do I find out additional information on offerings that Churchill Securities make?

Whenever Churchill Securities presents an investment offering a full and comprehensive disclosure document on the opportunity is available on the Churchill Securities website.

FAQs