A Great Mix For Your SMSF
Australian Unity Limited and Big Sky Financial Planning work together to provide you a comprehensive SMSF solution. SMSF loan, deposit and transaction accounts are offered by Australian Unity Limited, while all personal financial advice is provided by the qualified and experienced financial advisers at Big Sky Financial Planning. Together, the Big Sky team can help you keep in control with information and support at all stages - from set up through to ongoing management of your SMSF. While we provide a comprehensive solution for SMSFs, you can choose the extent of advice and support you require.
Australian Unity Limited provides a range of specialised banking products that can form an integral part of a Self Managed Superannuation Fund investment strategy.
The Self Managed Superannuation Fund Cash Management Account
Specifically designed for Self-Managed Super Funds, the Big Sky’s Self Managed Superannuation Fund Cash Management Account (CMA) allows you to hold large cash balances for trading or investing while earning a competitive interest rate on the complete balance, no interest rate tiering. Find out more.
The Self Managed Superannuation Fund Limited Recourse Investment Loan
This loan provides new investment opportunities and strategies as it allows the Self Managed Superannuation Fund to borrow to invest in property while limiting the loan liability to that particular investment only. As part of a sound strategy, this loan can provide income and capital growth opportunities for a Self Managed Superannuation Fund. Find out more.
Please seek financial advice before using the Limited Recourse Investment Loan to ensure it is appropriate for your circumstances. Speak to our advisers
Self Managed Superannuation Fund Term Deposits
A range of term deposits designed for SMSFs. Find out more.