HAVE A GREATER SAY IN YOUR FUTURE WEALTH

  • You get to make the investment choices (even property)

  • Real-time tracking for your retirement goals

  • Optimise your fund for the best possible performance

  • Inexpensive set up and ongoing compliance provided

Take back control over your retirement funds

Many Australians are not tracking as well as they’d hoped to fund their later years. And it’s made worse by not having any say in where their money is being invested.

With a self-managed super fund (SMSF) set up in the right way and with the right advice, there’s no reason why you can’t start tracking to meet your financial goals.

As SMSF specialists, we enable you to achieve direct control and maximise your retirement savings now and into the future.

We’ll assist in getting your fund set up, optimising it, keeping it compliant, and helping you track towards your savings goals.

Michael Olofinsky from Brookvale Insurance Brokers explains how we’ve assisted him with the complex needs of his SMSF…

Why an SMSF may be the perfect option for you…

More choice

You have a wide range of investment options; from shares and managed funds to residential and commercial property.

More control

Pool family superannuation balances and then make investment decisions that you feel are right for you.

More flexibility

Change your investments at your own discretion, in order to take advantage of tax, stock market or real estate market changes.

More transparency

Track how investments are performing in real time and make quick decisions without waiting for statements from fund managers.

More choice

You have a wide range of investment options; from shares and managed funds to residential and commercial property.

More control

Pool family superannuation balances and then make investment decisions that you feel are right for you.

More flexibility

Change your investments at your own discretion, in order to take advantage of tax, stock market or real estate market changes.

More transparency

Track how investments are performing in real time and make quick decisions without waiting for statements from fund managers.

Ready to talk?

Get in touch with one of our professionals

Contact Us