Self-Managed Superannuation Funds (SMSF’s) are the fastest growing area within Australia’s superannuation industry. Popularity is rising as members recognise they can gain greater control over investments and better manage their tax outcomes. There are many complexities including regulations and legislations associated with SMSF’s that often shy people away from commencing their own SMSF.

We are SMSF Association specialists and have the highest technical experience and knowledge to ensure you benefit from the real advantages offered by the Self-Managed domain. Such advantages enjoyed by our current clients include:

1. Cost efficiencies for higher super balances;
2. Transparency;
3. Control of investments, taxation and cost;
4. Unrivalled investment choice;
5. Flexibility and mobility.

Clients with funds managed and administered by our service enjoy the following benefits:

Proactive Investment Advice
We help you prepare for retirement by helping you to maximise end benefits and help you understand what is required to deliver the retirement you desire. Thorough retirement planning is complex and we will ensure your structure is designed to optimise long term returns, minimise taxes and maximise any government support.

Technical and Strategic Management
We provide holistic technical and strategic management of your fund. The right structure, plan and execution is key to realising some of the finer benefits of the Self-Managed Super environment.

Comprehensive Online Reporting
Online access to a comprehensive portfolio reporting system powered by Praemium. Clients can log in and track their investments with a 20 minute delay behind real market prices.

Estate Planning
We assist SMSF members to achieve their desired outcome through the implementation of effective tax-efficient estate planning measures. The components and composition of your super capital can have significant impacts to the outcomes for your intended beneficiaries. We ensure these issues are addressed and optimised in every case.

SMSF borrowing
Borrowing arrangements within self-managed superannuation funds including the formation and registration of required structures (bare trust), strategic guidance and assistance with the finance application process. For those clients where this is appropriate we have the experience and knowledge to ensure you get this highly technical strategy correct.

Self-employed Strategies - Business Real Property
Holding commercial assets inside super can have significant income tax and capital gains advantages for business owners. We help you with assessing the benefits of the strategy relative your business and personal situation – if appropriate we will ensure the legal and financial elements are optimised and executed efficiently.