There are a number of obligations imposed on self managed super funds. We can assist you to comply with the administrative requirements of the Australian Taxation Office and the Superannuation Industry Supervision Act.
Making Super Easy
Our advisers can assist you in establishing and the running of SMSF’s. We can assist you and your client in the following:
Investment strategy
Create or review investment strategy required by law.
Implementation of investment strategies
Through our financial planning arm we can recommend, implement or manage investments for trustees.
Personal Insurance
Though our financial planning arm we can assist in the recommending and implement appropriate cover for super fund member’s.
Pensions
Through our financial planning arm we can assist in recommending and managing tax effective pensions.
Contribution Strategies
Through our financial planning arm, we can provide advice on contribution strategies to accumulates as much money as possible for your retirement.
Retirement is meant to be enjoyable!
The best strategy is a simple strategy with no complexities and and liabilities to worry about.
Did you Know?
Financial Planning is like gardening. If you don’t enjoy it, get a professional to do it, so you can sit back and enjoy the results.
Speak to our advisers to see how we can help you.