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Self Managed Super Fund

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Self-managed superannuation funds (SMSFs) are established by investors who seek greater independence in managing their super fund and a more hands-on approach over their choice of investments.

Beach Umbrella

What we offer

  • Setting up a suitable super structure such as Self-Managed Super Fund (SMSF) for you

  • Tax effective structuring for your underlying investments

  • Understanding your retirement plans and the finances you need to achieve them

  • Designing a financial strategy to help you turn your retirement plans into reality

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  • Potential to reduce the costs involved in managing your investments

  • Potential for greater investment choice and control over investment strategies

  • Opportunity to achieve the income you need for retirement

  • Provision for beneficiaries through Estate and Succession Planning

  • The ability to transfer holdings into a generally more tax-effective environment

  • Business owners may be able to buy their own business premises in the SMSF

Let's have a quick chat

Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.

Talk to us today

02 8065 7526

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