Would you like to take control of your retirement planning? We provide expert help and guidance on the set up and management of your SMSF. We can also advise on using your superfund to buy property.

We simplify managing your SMSF by providing regular advice and guidance, we’ll also help you maximise the return on your savings and make you aware of new investment opportunities.

Benefits of running your own fund:

• Control over your financial future.
• You make your own investment decisions.
• Take advantage of tax benefits, including concessional tax where earnings are taxed at 15% in Accumulation Phase and tax-free in Pension Phase.
• Managing your own fund can be cheaper than large public funds.

SMSF services:

• Establishment.
• Rollover from existing funds.
• Compliance and taxation advice.
• Tax benefit advice.
• Annual reporting and Audits.
• Fund Management and Administration.
• Superannuation, borrowing and investment.

Superannuation, borrowing & investing

You can now use your superfund to borrow to invest in property. We can help you with:

• What sort of property should I buy, residential or commercial?
• How much can I borrow?
• How it will specifically benefit me?
• What are the costs and risks?
• What are the tax benefits?

Get in touch & find out how we can help you start achieving your goals today.