Self-Managed Superannuation Funds

Self-Managed Superannuation Funds are considered the best option to ensure a comfortable retirement. We have experts who can set up, manage, and advise on superannuation funds. Despite its reputation for being complicated, the superannuation scheme continues to play an essential role in securing your retirement money.

SMSFs account for about a third of all superannuation assets in Australia today. They’re becoming more common as a result of the control and versatility they provide. SMSF trustees benefit from having complete leverage of their finances and the ability to make all investment decisions. 

However, this entails a great deal of liability and the possibility of making bad investment decisions. Therefore, we can help you decide if an SMSF is a suitable option for you.

SMSFs are Australia’s most tax-efficient retirement, wealth-building, and estate-planning structure. Advantages of SMSF include:

  • Investment profits and capital gains are taxed at a lower rate.
  • After retirement, you can continue to receive tax benefits from an allocated pension fund.
  • Costs of administration are reduced.

How Can We Help You?

Our financial advisors will ensure that your investment portfolio is managed correctly if you plan to create an SMSF. We also provide strategic guidance on contributions, pension benefits, and other topics. In addition, our SMSF experts will do all of the paperwork for you. They have extensive experience setting up SMSFs, making sure they follow all legal criteria and deliver outstanding financial results.

Our Services include: