Self-Managed Super Funds

A Self-Managed Super Fund (SMSF) can help you can gain control over your retirement savings. A SMSF is a flexible investment vehicle that allows you to choose how you invest your superannuation, whether in shares, residential or commercial property, or other assets. This can be an effective strategy for supplementing your super contributions and drawing down a tax-free pension when you reach retirement age of 60.

Make an enquiry

Establishing an SMSF

Before helping you establish an SMSF we must first determine if it is the best retirement savings vehicle for you, considering your financial situation and what you hope to achieve with your investments. Our priority is to help you make an informed decision and ensure the SMSF aligns with your best interests.

When establishing your SMSF, we will ensure it meets all regulatory requirements, including appointing trustees, drafting the trust deed, and registering the fund with the Australian Taxation Office (ATO). Additional services can include creating an investment strategy and drafting binding death benefit nominations.

SMSF investment strategy

We can help create a diversified investment strategy for your SMSF by selecting appropriate assets such as shares, property, or cash, that align with your fund strategy and risk profile. We can also advise on strategies to maximise tax benefits, optimise contributions, and manage capital gains.

Managing compliance requirements

Our ongoing management of your funds tax, financial statements, audits, contribution strategies, reporting requirements and administrative tasks can assist in your fund remaining compliant and operate efficiently.

Transitioning your SMSF to retirement

When it is time for your retirement, we can help transition your SMSF from the accumulation phase to the retirement phase and provide advice on how to draw down benefits. By integrating your SMSF into a wider retirement investment strategy, our financial advisors can help streamline the entire process.

Our difference

We integrate our services to provide you with a seamless experience. Our financial advisors collaborate directly with our superannuation accounting team, streamlining the process and ensuring cohesive strategies. With our expertise, you can enjoy peace of mind knowing that your SMSF is being expertly managed.

Award-winning advisors

The industry recognition we have received is your assurance that you can be confident in our breadth of experience and depth of knowledge.

Next steps

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

Make an enquiry

The first step towards optimising your financial position is to make an enquiry with us.

Please complete to discuss this further with one of our team members.

*Required fields