Self Managed Super Funds (SMSF)
If you already have a SMSF or are considering establishing one we can assist you with:
- Establishing your own fund
- Reviewing an existing fund
- Management of your funds paperwork including tax returns, member contribution statements and other regulatory returns
- Structuring your funds assets for a better retirement
- Structuring your fund pre and post retirement
- Pension strategies and contribution strategies
- Investment strategy reviews
- Considering Self Managed Superannuation Administration Services
We can provide you with advice on:
- Establishing your SMSF – including the pros and cons
- Review of your current SMSF
- Investment Strategy Advice including review and asset selection advice.
- Selecting an appropriate SMSF administration service, if required.
All advice is provided on a Fee for Service arrangement based on the scope of advice and work required. Fixed price quotes (based on your individual needs) are provided for your approval before we commence your plan.
We invite you to come in to meet with one of our SMSF specialist financial planners to review your financial needs including your Self Managed Superannuation Fund.