SMSF

our services

Self Managed Super Funds

Self Managed Super Funds (SMSF) gives you control over how you invest for retirement and cuts through the red tape that exists with both industry and retail funds. Many of our clients successfully use SMSFs to purchase business properties to operate their business, and hold share portfolios and other asset classes. Some of our clients ventured overseas and acquired property in the UK and USA through their super funds. The main benefit of SMSF is the fact we take care of all the compliance matters, giving you the freedom to focus on how to invest. Our in-house financial planners also provide share investment services and other detailed advice. Some of the areas that we can help are:

  • Setup of Self Managed Super Fund
  • Retirement planning
  • Transition to retirement
  • Tax effective use of superannuation
  • Pension phase advice

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