How we make it easy for you
We assist you every step of the way
From the initial set-up to advice about managing your SMSF, we’re here to help you and are only ever a phone call or email away.
You choose the level of service you need
We have different service packages to choose from; depending on the level of assistance and financial advice you require in managing your SMSF.
We keep an eye on the complex regulations and make it simple for you
With the complexity and constant changes in superannuation, we understand that people can become overwhelmed by the prospect of a SMSF. We give you all the help you need. With two SMSF Association Specialist Advisors in our team, and more than 30 years combined experience in superannuation, you can count on our knowledge and experience.
So if you are thinking of setting down the path of a self-managed superannuation fund, remember these steps:
Set-up a SMSF
Develop an investment plan
(don’t panic, this doesn’t need to be complicated)
Put systems in place to ensure you’re compliant
Action your plan
Review to make sure you’re achieving your goals
Are you happy with your current SMSF provider?
Your retirement is too important not to feel 100% comfortable with your SMSF administrator. The good news is, you are not locked into any one provider and we make it easy for you to switch.
Some questions you should ask yourself are:
Are you getting the information you need to make good decisions?
How is your SMSF performing compared to other SMSFs?
Does your provider explain the complex nature of SMSFs to you in easy to understand terms?
Can you choose the level of support you want with your SMSF provider e.g. administration of your Fund or Financial Planning advice?