For example, you may have invested all your super into a property, but after a year you have some money from new contributions and rent received, and want advice as to where best to invest that money.

Primarily, our advice focusses on the strategies that give you the most tax effective means to invest your super and non-super savings, whilst minimising leakage through fees and charges.

All of our advice is provided in writing in the form of a Statement of Advice (with limited exceptions).

How we provide SMSF Investment advice

 

  • Regularly review investment strategy
  • Provide guidance based on circumstances
  • Focus on tax effective strategies
  • Provide Statement of Advice

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I want to set up my SMSF

First, we meet with you to understand your current financial situation and what your ideal retirement lifestyle looks like, and what you need to do to make it happen. This leads to the preparation of our advice, in the form of a Statement of Advice.

I need help managing my SMSF

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.

I want to learn more about SMSF investment strategies

For example, you may have invested all your super into a property, but after a year you have some money from new contributions and rent received, and want advice as to where best to invest that money.