Self Managed Super Funds

Transparency, Choice and Control

The Self Managed Super Funds sector is one of the fastest growing in the financial services industry. Where it is appropriate to recommend the establishment of a SMSF to facilitate a wealth accumulation strategy, we will do so as we are fully accredited in this area of advice. However, we also believe SMSFs are not for everyone and we won’t hesitate to say this if we believe this structure is not for you.

If you are a new client and motivated by the desire to be fully in charge of your retirement, we can assist you to establish a self-managed super fund and work with you in the following areas:

  • To understand your roles and responsibilities as a Trustee;
  • Establishment and maintenance of appropriate strategic investment and insurance strategies;
  • Establishment and maintenance of the underlying investment portfolio to meet member requirements throughout accumulation and pension phases;
  • To provide ongoing administrative support to ensure you remain fully compliant and operate within the legislative environment; and
  • To provide accounting and audit services.

We can work with Trustees to:

  • Construct a diversified portfolio of superannuation investments that will deliver in the accumulation and pension phase;
  • Provide administration support to ease the time commitment required in maintaining super fund records for audit purposes; and
  • Provide regulatory support to ensure your fund remains fully compliant.

If you have an existing SMSF and are looking for professional advice and support we are happy to work you as we do with many clients in this area.  We understand that many clients have a relationship with their accountant but are seeking financial advice outside of the traditional tax planning space to support them in their roles as trustees and to further diversify the underlying investments of the fund.

If you would like to talk further about SMSFs

Contact us