Your personal circumstances factor into which investment plan works best for you. We take the time to get to know you and your financial goals for now and during your retirement so we can advise you on the best path forward.
Self-Managed Superannuation Fund (SMSF)
Your SMSF is a vital part of your wealth plan, and you need to be strategic about managing it. Your investment decisions today are key in how financially secure you’ll be through your retirement, so it’s important you understand all options available to you as well as how they’ll affect your future.
Whether you’re just starting out in your career or are nearing your retirement, our team will guide you through the process and provide you with a tailored plan that enables you to accumulate your wealth. We have the knowledge and experience to help you achieve your financial goals.
In addition to providing you with the strategies you need, we’ll take care of your SMSF administration, so you can focus on other matters. We’ll ensure SMSF compliance, minimise your taxation, and enable you to grow your wealth.
Is SMSF right for you?
Many people hear about SMSF and assume it’s the right thing for them, but that’s not always the case. We’ll take a look at your specific circumstances and your financial situation to determine whether an SMSF truly is the best choice for you. This means looking at your:
- employment situation, such as whether you’re self-employed
- retirement situation and plan, and
- future goals, such as purchasing property.
Buying property through an SMSF
Investing in property through your SMSF has its pros and cons, rules and fees and of course, tax implications. We’re offer a full range of SMSF services to assess whether this is the right option for you, and help you set up, manage and maintain your SMSF as well.
There are tax and financial implications for using an SMSF, which may mean it isn’t the ideal route for you. We’ll guide you based on your full financial picture.