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SMSF Advice

Self Managed Super Funds

Enjoy the benefits and outsource the work!

Your superannuation plays a big part in saving for your retirement. Because of this, you want to make sure that you are comfortable with where your savings are held and, importantly, who is in control of your money.

A Self Managed Super Fund can be a great way to manage your retirement savings. In fact, more than 1 million Australians have taken that step. Some of the key drivers behind this growing segment of financial industry are;

  • greater investment control
  • tax control
  • estate planning
  • borrowing
  • lower costs
  • pension planning
  • asset protection

Given the complexity of superannuation, taxation and investment planning, most SMSFs are not really “Do-it-Yourself” funds. So let us help you.

If you are wondering if a SMSF is right for you, we can help you work out the pros and cons.

If you already have your own SMSF, we can advise you on how to optimise your affairs, guide you through the many rules and regulations governing SMSF’s as well as relieving you from any administration you encounter.

Take the first step to plan your financial future.

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