SMSF Advice
Get expert guidance and support with SMSF advice
Get professional advice around setting up a Self-Managed Super Fund (SMSF), enhancing your existing one or alternative options which are more suitable for you.
Why consider SMSF advice?
Don’t let the name fool you. Self-Managed Super Funds (SMSFs) are not something that should be self-managed without expert guidance from the very beginning. If you’re thinking of setting one up, you should speak with a professional to see if it’s appropriate for you. If you already have an SMSF, it’s important to receive professional advice to ensure you stay on track towards your dream retirement and meet all your important legal obligations.
Our SMSF Advice can help you in multiple fronts
There’s a lot to consider around Self-Managed Super Funds (SMSF). Getting unbiased advice around SMSFs is essential before taking action to ensure you’re on the right track.
Book a chatOur approach to SMSF Advice
We take a personalised approach to SMSF Advice which can be broken down into four steps.
Identify your goals and SMSF needs.
We start by getting a good sense of your goals and determine if an SMSF is suitable for you or not based on your needs.
Prepare your SMSF Advice
We deep dive into your available strategies and look for ways to help you achieve your SMSF goals.
Implementation
Whether it’s setting up your SMSF, maintaining it or winding it up. We work with you and your SMSF accountant to implement our advice.
Ongoing support
We can also manage your SMSF and the investments for you to make sure everything is working smoothly and that you’re meeting your SMSF obligations.
4 Steps to Financial Success
Free 20 min Introductory Call
Get to know each other and understand your advice needs to see if we can help you.
Book a ChatFree 1 hour Strategy Session
Financial Plan Presentation
Become a Client
Frequently Asked Questions
What is a Self-Managed Super Fund (SMSF)?
A Self-Managed Super Fund is similar to a regular super fund which is used to save for your retirement. SMSFs generally give you greater flexibility and involvement when compared to regular super funds.
The main difference of an SMSF is that the members are also the trustees. What this basically means is the members are responsible for complying with the super and tax laws. This isn’t the case for regular super funds. Complying with these laws is important and this is an area we can help you with.
How do I know if an SMSF is appropriate for me?
What are my ongoing obligations when having an SMSF?
How can I get similar flexibility of an SMSF without the ongoing costs and obligations?
How can I receive SMSF advice?
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