Self Managed Super Fund

 

  • Control your own money
  • Choose your own investments
  • Invest in property
  • Pay less fees

Special Offer*: 50% off the set-up costs of a new SMSF, or 50% off your first year compliance costs for an existing SMSF. Save $1,100-$2,200.

(* New clients only. Excludes LRBA.)

Tax

 

 

  • Minimise tax
  • Comply with tax rules and reporting
  • Set-up a new business venture
  • Transfer wealth to beneficiaries

Special Offer*: Free (one hour) consultation. Value $500.

 

 

(* New clients only)

Financial Planning

 

 

  • Independent advice
  • Fee-for-service
  • No commissions received
  • Tertiary qualified advisers

Special Offer*: No implementation fee for initial advice. Value $1,100

 

(* New clients only.)

Latest News

SMSF - Types of trustees

Once you understand how you can structure your fund, you need to decide on the trustee structure you will use. You can choose either of the following:
>  up to four individual trustees
>  a corporate trustee.

SMSF - Trustee responsibilities

Being a trustee gives you the opportunity to actively manage your own super and make your own investment choices, but it also brings responsibilities.

Special Offer

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