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SELF MANAGED SUPER FUNDS

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A Self-Managed Super Fund (SMSF) is designed for individuals seeking greater control and flexibility over their retirement savings, providing a personalised and hands-on approach to managing wealth for a secure and tailored financial future

Self Managed Super Funds is best suited to:

  • Individuals seeking greater control over their retirement savings

  • Those with a strong desire for hands-on management of their investments

  • Those wanting to leverage direct property investments within their superannuation

  • Business owners looking to align their superannuation strategy with their business goals

  • Investors interested in a diverse range of investment options beyond traditional funds

  • Individuals wanting flexibility in estate planning and passing on wealth to beneficiaries

  • High-net-worth individuals looking for more customised and sophisticated investment strategies

  • Individuals seeking to optimise tax strategies and minimise tax liabilities

  • Those with a long-term perspective on wealth creation and retirement planning

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THE KEY AREAS COVERED ARE:

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  • DETAILED AND COMPREHENSIVE INVESTMENT STRATEGY: A portfolio will be recommended based on the objectives of the trustees, free from bias between shares and property

  • ​SHARE AND MANAGED INVESTMENT RECOMMENDATIONS AND ADVICE: Our accreditation and specialisation allow for advice surrounding direct share investments and managed funds

  • RESIDENTIAL PROPERTY ACQUISITION: Cash flow and appropriateness analysis. Strategic approach and implementation

  • COMMERCIAL PROPERTY ACQUISITION: Cash flow and appropriateness analysis. Strategic approach and implementation

  • INSURANCE RECCOMENDATIONS: Personalised wealth protection plans developed for members of SMSFs

  • OPTIMISED SUPERANNUATION STRATEGY: Receive recommendations to optimise your super, your contributions, and investments ensuring a robust retirement savings plan

  • ESTATE PLANNING: Guiding you through the essential components to be addressed. We equip you with the knowledge needed to make informed decisions regarding the protection and distribution of your asset

ONGOING ADVICE:

Our Ongoing Advice Service is crafted to cater specifically to the needs of Self-Managed Superannuation Fund (SMSF) clients, ensuring meticulous attention to your unique financial situation and goals.​ It also includes a range of ongoing services to ensure your financial well-being: 

  • ANNUAL REVIEW: Meet atleast once annually to ensure your financial plan remains relevant.

  • DEDICATED ADVISER SUPPORT: Access practical money coaching and advice via phone or email.

  • PORTFOLIO MANAGEMENT: Continuous monitoring and adjustments to your investments.

  • ADMINISTRATIVE SERVICE: Assistance with financial affairs and liaison with other professionals.

  • INSURANCE SUPPORT: Help with insurance matters, including underwriting and claims.

  • EDUCATION: Receive periodic economic and financial updates through various channels.

  • WEALTH PORTAL ACCESS: Exclusive access to our user-friendly tool for managing your finances in real-time.

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