A SMSF is a fund designed to hold and distribute retirement benefits for its members. These funds are controlled by their members, and may have no more than four members. One of the benefits of a SMSF is an added layer of flexibility in terms of investment options which can be quite appealing to some people. Another is the cost efficiency a SMSF can provide once the fund exceeds a certain value.
We are able to assist in the establishment, ongoing maintenance and winding up of a SMSF, and everything else in between. If this is an appropriate strategy then we are able to guide you so you obtain the most out of your SMSF.
Providing advice on effective strategies to maximise your savings for a secure retirement.Learn MORE
Assisting you to ensure your wealth is distributed as per your wishes.Learn MORE
Working together to ensure you have appropriate and affordable cover in place.Learn MORE