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.

You may also be interested in

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.