While most of our clients make their own investment decisions, we ensure that you are managing your fund in accordance with the law, that your money is in the most efficient structure and your investments are performed in the most tax effective manner.

We advise you on options and devise investment strategies – which may not be in super – based on your needs and serving your best interests.

We consider your estate planning needs and how best to transfer your assets and to whom. With cash flow and tax efficiencies in mind, we advise our clients on the level of contributions to make, when to start or recommence pensions and the amount of payments to be made.

How we manage a SMSF:

  • Implement the investment strategy.
  • Consider insurance for your fund members.
  • Develop an exit strategy (in the event you want to wind up your SMSF in the future).
  • Regularly review the investment strategy.

Other services you may be interested in…

SMSF SET-UP

Setting up a SMSF correctly is key to avoiding legal or administrative issue down the track and ensuring the fund is eligible for superannuation tax concessions.

SMSF INVESTMENT

As SMSF trutees, you and the other members should regualy reevaluate the circumstances of your fund to decide whether a SMSF is still the right option to save for your retirement.