SMSF
ADVICE
For complete control of your finances
More and more Australians are choosing to manage their retirement wealth through their own self-managed superannuation fund, SMSF.
A self-managed super fund isn’t for everyone, and that’s okay. However, with the right adviser and circumstances an SMSF can put you in control of your financial future.
Taking the complexity out of self-managed superannuation
A self-managed superannuation fund can provide many benefits; it can also be daunting and complex to initially tackle an SMSF on your own.
With flexibility and control of your money comes compliance responsibilities and administrative requirements as a trustee and member of your SMSF. We can guide you through the steps.
Is taking control of your finances important to you?
Self-managed superannuation is about strategy, structure, and YOUR choices.
SMSFs can provide many advantages for those who want to make their own investment decisions and take charge of their retirement strategy. Invest in talking with an independent specialist SMSF adviser for the right advice for you.
Working with a specialist SMSF Adviser
Ursula Boorman is a Specialist SMSF AdvisorTM and works directly with you to help assess the merits of a self-managed super fund for your specific situation. From assisting with all aspects of establishing a SMSF as well as ensuring your fund is compliant with all government regulations and requirements.
Our focus is to take the hassle and complexity from your SMSF experience and educate you as part of the process.
We will guide you through the financial advice stage, develop your investment strategy and structure, provide research, implement investments, and connect you to professionals in our network if you require accounting and administration support.
If an SMSF isn’t right for you, we can work with you on what the best options are for your superannuation and retirement strategy.