Self Managed Super Funds

With so many different superannuation options available, it can be complicated, confusing and difficult to decide which superannuation solution is best for you.

 

Our team can assist you with superannuation and retirement advice. We’ll get to know you and your situation and help you establish and run an SMSF that helps you plan effectively for your retirement goals. We have established a service offering that provides you with the flexibility and control over your SMSF with experts in tax, financial advice and retirement to guide you along the way.

What is a Self Managed Super Fund?

A SMSF is a structure that receives and manages funds and investments on behalf of the members. It has a maximum of four members, all of whom must be trustees (or directors of a corporate trustee). As a Trustee you effectively control the SMSF, the investment strategy and the investments.

Features

HOW CAN WE
HELP YOU

We can design a personalised plan that explains how we can help you to reach your financial goals.