Self Managed Super Funds

We can provide expert advice to help you navigate the complexities of SMSF.

Superannuation is the most tax effective structure to grow your wealth and for this reason many of our clients have established an SMSF to manage and grow their retirement benefits.

An SMSF can have benefits over other types of superannuation accounts such as:

  • flexibility to invest in any type of asset allowed under superannuation rules
  • tailored investment strategies to meet the particular objectives of fund members
  • total control over how retirement benefits are managed
  • scalability of fees which can result in reduced costs for those with larger superannuation balances
  • ability to consolidate family superannuation benefits into a single portfolio

Our financial advisers have particular expertise in this area and can assist with determining suitability, ongoing investment management and strategy areas such as contributions and pensions.

Tailored financial planning and investment solutions for every stage of your life

Book a Meeting