SMSF SPECIALISTS – SELF MANAGED SUPER BY THE EXPERTS
Most people don’t pay a great deal of attention to their super and the powerful role it can play. As SMSF Specialists we have the experience and knowledge of how to establish your SMSF in a way that will deliver you the right results. We work with our clients beyond their SMSF asset and across their whole position. In doing so, we make sure they are achieving the best outcome for their efforts as business owners, employees and investors.
SMSF Specialists – Comprehensive Advice
Our comprehensive advice service has the scope and expertise to deliver strategic and product advice across a number of areas.
Our comprehensive advice service includes:
-
Superannuation
- SMSF and Retail
- Contributions
- Salary Sacrifice
- Concessional
- Non-Concessional
- Downsizer
- Income Streams
-
Investments
- Managed Accounts
- Managed Funds
- Equities (Shares)
-
Life Insurance
- Life
- Disability
- Income Protection
- Truama
-
Estate Planning
- Intergenerational Wealth Transfer
- Wills & Powers of Attorney
- Powers of Guardianship
-
Debt Management
- Structure of loans
- Referral to mortgage specialist
-
Centrelink Benefits
We can assist with Centrelink Benefits or connect you with members of our team who are experts in this area. -
Aged Care
We can assist with Aged Care or connect you with members of our team who are experts in this area.
Comprehensive SMSF Specialists Service
Our comprehensive advice service supports our clients in all areas of wealth management. We are the trusted adviser for our clients, we sit in the centre of their financial world delivering a concierge style experience.
We deliver all advice you require, ensure you understand the content before seeking your approval.
Once approved we manage the end to end process. Of course in the process of implementing changes we will often need you to sign forms and provide information, however we make this seamless and non-intrusive on your precious time.
We connect you with other professionals (Accountant, Solicitor, Mortgage Broker etc) who may be required, or we work with your existing relationships.
Importantly we co-operate with and ‘project manage’ these other professionals as required, this is not left to you to handle.