SMSF Advice

Discover the wealth of opportunities SMSFs offer.

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Step into the future with a Self-Managed Super Fund (SMSF) designed to create enduring family wealth, along with a wealth of opportunities for retirement and succession planning.

About SMSF’s

More Australians are choosing to manage their own superannuation through self-managed super funds (SMSF). It allows you to combine individual superannuation accounts into a single one, creating a pool of investment money which can be used to grow wealth.

Benefits of SMSF

Set up correctly, the SMSF can be a fantastic tax-effective structure for the creation of enduring family wealth. Yet there are pitfalls for the unwary. It’s essential to obtain expert, tailored advice from a licensed financial planner before going ahead. Making one of a few common errors can not only result in compliance issues, but impact significantly on the value of your fund going forward.

How we work

Before establishing your SMSF, we will sit down with you to discuss the requirements, implications, downsides and benefits of this form of investment. Once we understand your situation, we can assess how well an SMSF suits your priorities and needs, then advise on steps to set-up should you wish to go ahead.

  • We will help you establish the SMSF with full regulatory compliance,
  • We issue our advice in writing in form of a Statement of Advice,
  • Set up and register SMSF structures, deeds and nominated bank account,
  • Once established, we will roll over your current super to your new SMSF.
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