Self Managed Super Funds

Our Self Managed Superannuation Fund (SMSF) offering includes:

• Determining whether a SMSF structure is appropriate for you
• Setting up SMSFs
• Consulting on SMSF strategies including superannuation estate planning
• Superannuation trustee education
• A yearly review and updates to legislation changes to ensure the strategies employed remain optimal.

We endeavour to ensure:

• Superannuation trustees are aware of their responsibilities so that the SMSFs remain compliant
• All possible superannuation strategies are utilised
• Administration is done at a reasonable price - we outsource SMSF administration and clients are not obliged to use our recommended administrators.

Self Managed Super Strategies

There are many superannuation strategies that are unique to SMSFs. These include:

• Investment choice including business real property, artwork, investment properties and non-controlling stakes in non-listed entities
• Borrowing for investments using either Contract for Differences (CFDs) or instalment warrants
• Intergenerational tax and superannuation estate planning
• Tax deductibility of insurance payouts
• Tailored superannuation estate planning
• Utilising reserves - SMSF reserves include:
  • Self-Insurance
  • Pension
  • Anti-detriment
  • Contribution
  • General.

Superannuation Estate Planning

It is important to note superannuation monies do not form part of a person’s estate, which is why superannuation estate planning is paramount. Our SMSF estate planning advice is tax orientated and can be hard wired into the trust deed for tailored outcomes.

Financial Planning Services

As a wealth management firm we offer investment advice. However, we are happy for clients to engage us for SMSF advice only.