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Sometimes you have to take control

Having control and flexibility over your Super Fund in the form of a Self Managed Super Fund (SMSF) can provide you with a more direct & flexible approach to Super. Having the ability to make your own decisions and select from an investment class of your choosing.  This may be in direct equities, managed funds or property.

If you’re not happy with your super fund’s performance or fees, maybe it’s time to consider another way forward or simply do it yourself.

In conjunction with our financial partners, we can assess your current eligibility to transfer to a Self Managed Super Fund.

Our planners can work with you to achieve a more personal and focused investment path. The planners will coordinate the whole process of setting up the compliant structures so you can start investing.

Setting up for SMFS

·       Self manage super set up

·       Bare trust and custodian set up

·       Tax file and ABN set up

·       SMFS retirement planning

·       SMFS auditing