Self Managed Super
You work hard to create personal and family wealth. We are here to help you manage your investments and secure that comfortable future for yourself and your family.
- Wondering if you should set up a Self Managed Super Fund? We advise on the suitability of an SMSF, reviewing all the pros and cons.
- Have a Self Managed Super Fund and need help managing it? We provide reports on member balances, investment placement and returns, as well as managing all tax compliance.
- Deciding whether to buy your business property within your Self Managed Super Fund? We review the pros and cons and help you to make an informed decision.
- Worried that you may not have enough when you’re ready to retire? We help you to work out retirement planning strategies so you can be confident about the future.
- Want to make sure your family benefits from your years of hard work? We work with you to create Estate Plans, protecting your assets for future generations.
- Concerned about the possibility of losing your hard-earned wealth? We assess and review your risk protection requirements, safeguarding your family in the event of unexpected events.