There comes a time when you may want to explore the flexibility, security and diversity that comes with a self-managed super fund (SMSF).
We’ll work with you to ensure you understand the legal responsibilities, tax implications and structuring options that come with an SMSF and construct an optimized portfolio for you and your unique situation.
By keeping on top of the investment market, we work with you to manage your fund, maximize returns and manage administrative matters on your behalf like annual fund auditing, asset valuation and preparation of accounts and statements.
Let us make use of our expertise to help you minimize your tax and build your wealth using SMSF as a vehicle.
As Founding Members and Accredited Specialist Advisors of the Self-Managed Super Fund Professionals Association (SPAA), you can rest assured you can rely our industry leading knowledge to help you make the most of your super.
The important thing is you truly understand your choices and we work with you to take control of your retirement – and ensure there’s no unexpected surprises down the track.
Whether you prefer your involvement to be hands-on or arms-length, we’ll provide the level of support that works for you.
Through working together with the Financial Advisory arm of our business we can build a portfolio that’s right for you to grow your wealth, minimize your tax and work with your estate planning strategy.