smsf-frankston-advice

 

We know you like control, you wouldn’t have a SMSF if that wasn’t the case but sometimes you need help from someone you can trust and who knows their stuff.

This is where we come in, we love SMSF’s, we should because we specialise in them.

Our staff has the highest possible level of qualifications in this area, being accredited by the Self Managed Superannuation Professionals Association as SMSF specialists. Not only that, we know a lot about tax being highly qualified accountants and our financial planning team is available to help you with your investment decisions.

We do the lot when it comes to SMSFs.

If you are thinking about setting up a SMSF, come in and have a coffee and a chat and we can help you decide whether a SMSF is right for you.

If you decide that a SMSF is the way to go, we can help you set it up, ensuring that you get a quality deed that will work for you. If you want us to we do all that other stuff such as registering with the ATO, setting up a bank account and rolling over your existing funds, we would be happy to help.

If you need help with your funds investment strategy, our qualified financial planner can give you some suggestions.

We can also help with the administration of your fund, we can look after all the paperwork investments can bring and our accounting staff can ensure your fund meets all its annual reporting requirements.

We even have really cool software systems that let you see how your investments are going 24/7.

If you want to do something that’s a bit different with your fund, such as borrowing to buy a property or maybe develop one, that’s where our experience and expertise comes in, we have been doing this for a while.

If you are worried about keeping up with all the changes to superannuation, don’t. The ongoing training requirements that are necessary for us to maintain our specialist accreditation ensures that we know what is going on and we will let you know about any changes that may affect you.

If you would like an appointment with an accredited SMSF Specialist, phone 9783 3111 or click here to request an appointment.

If you’re not quite there yet, follow our blog or subscribe to our newsletter to get a feel for how much we love Self Managed Superannuation Funds


 


 


 

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