Self-Managed Super Fund Advice

As the name suggests, a self-managed super fund is one that the members manage for their own benefit.

If you invest well in your SMSF – you will achieve the following outcomes:

Over Million Dollars more at retirement – giving you more choice and freedom

Choice of what to invest so to maximise your returns

Allowing revenue earned in a tax friendly environment so your financial goal can be attained in a quicker time frame

Using Leverage can assist in achieving your financial goals much quicker

All these can be tailored so it meets your Risk Profile while you craft your strategy for the SMSF
SMSFs allow you to have maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Correct SMSF planning allows you to achieve your financial freedom faster and, in a tax-friendly environment.
Our comprehensive SMSF service ranges from :
  • Establishing a new SMSF loans to acquire assets,
  • Managing contributions into your superfund,
  • Investments by using new and existing funds and comply to ATO rulings,
  • Using your super savings to secure income-producing real estate.
  • We have created a simple blueprint for using SMSF to finance the development of the real estate. Currently, SMSF Investors cannot invest in properties with a two-part contract, which limits their investment options. We resolve that problem, by entering into a two-part contract with the builder, while you the investor enters a one-part contract with a provider to open your investment choices.
  • We assist you to utilise your SMSF to optimise your life insurance arrangements.
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