Self-Managed Super Fund
(SMSFs)
About this service
A SMSF is a private super fund.
The difference between an SMSF and other types of super funds is that the members of an SMSF are usually also the trustees. This means the members of the SMSF run it for their benefit and are responsible for complying with the super and tax laws.
Some benefits of a SMSF:
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Increased control;
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Flexibility;
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Taxation benefits;
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Options for investments;
We can help you with a broad range of aspects of your financial life with proven strategies and plans in the following areas...
Retirement Planning
Accurate financial planning maximises your retirement wealth so that you can enjoy peace of mind and quality living. We want you to retire comfortably and without worry.
Investments
We will work together to set financial goals, determine an acceptable risk tolerance, and find the right investments for you to build your future wealth.
Superannuation Advice
Take the uncertainty out of the Superannuation system in Australia by allowing us to educate you on your options to maximize your advantages.
Self-Managed Super Fund
Is a self-managed super fund right for you? Learn more about your options and if capitalizing on an SMSF makes the most sense for your financial planning.
Wealth Planning
A successful wealth plan includes tailored strategies for each client, addressing their unique needs and situations, regardless of the complexity.
Wealth Protection
We will create a well-tailored protection plan to reduce the associated risks with wealth accumulation and the protection of current assets.
Estate Planning
Designed to help protect your loved ones minimise taxation upon transfer of assets in a legal manner as well as ensuring your wishes are followed.
Aged Care
As you get older, it can become harder to do things on your own. We provide numerous strategies to assist with your needs so you can do what you love.
