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Stocks

SMSF

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Self Managed Super Funds

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Our SMSF Solutions provide you an end-to-end management solution for trustees owning or considering an SMSF. Through our independent strategic partner, we can help clients with the set-up, administration, investment management, compliance and reporting of your individual or corporate SMSF.

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When choosing whether an SMSF is appropriate for you, our SMSF specialist partner can share their insights in the different structures, investments and regulatory requirements that you would have to consider.

Benefits of choosing a SMSF

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Investments

Control and have choice over your investments

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Managing Assets

Transparency and flexibility in managing your assets

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Independence

Independence can
allow greater control
over your investment

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Tax Efficiency

Greater control can allow investors to better manage the tax position of their Super

We can assist you to mitigate the potential risks involved with setting up an SMSF:

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  • Trustees responsibility and compliance

  • Minimising costs

  • Administration and reporting of your underlying assets

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