About Self-managed Superannuation Advice
Take charge of your super without going it alone
We provide guidance for those looking to establish an SMSF or improve an existing one.
A self-managed super fund (SMSF) puts you in charge, offering greater flexibility, broader investment options, and the potential for better performance. But more control means more complexity. You have to deal with the significant costs of compliance, accounting and planning, abide by strict regulations, and take on the risks of your investment decisions. This means they are usually only suitable for those with large balances, which can ensure the investment growth exceeds the related costs.
Whether you want to know more about which type of assets to invest in with your existing Self-Managed Super Fund, or you are looking for an experienced partner to guide you as you begin your SMSF journey, we’re here for you.
We work with you to assess whether an SMSF is the right fit, then guide you through setup, strategy, compliance and investment selection. We’ll bring an unbiased view to this process – we want the best outcome for you and recognise that sometimes an SMSF is not the right option.
You’ll benefit from our experience in dealing with hundreds of SMSFs, our firm grasp of investment strategy, and our ability to guide you in your trustee responsibilities.
Despite self-managed being in the name, an SMSF is not something that should be attempted without professional guidance to support you. Don’t take setting up your SMSF lightly: with the wrong investments, you could seriously set yourself back. Don’t let a lack of professional guidance endanger your financial future.
