SMSF
Self Managed Super Funds
Our SMSF Solutions provide you an end-to-end management solution for trustees owning or considering an SMSF. Through our independent strategic partner, we can help clients with the set-up, administration, investment management, compliance and reporting of your individual or corporate SMSF.
When choosing whether an SMSF is appropriate for you, our SMSF specialist partner can share their insights in the different structures, investments and regulatory requirements that you would have to consider.
Benefits of choosing a SMSF
Investments
Control and have choice over your investments
Managing Assets
Transparency and flexibility in managing your assets
Independence
Independence can
allow greater control
over your investment
Tax Efficiency
Greater control can allow investors to better manage the tax position of their Super
We can assist you to mitigate the potential risks involved with setting up an SMSF:
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Trustees responsibility and compliance
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Minimising costs
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Administration and reporting of your underlying assets
