SMSF Advisory Services
A Self-Managed Superannuation Fund (SMSF) is a privatised superannuation trust structure that allows members to provide and further manage financial remuneration in retirement. This option allows for greater tax planning flexibility, which would not usually be achievable with industry superannuation funds.
Our experienced advisers are able to help you weigh up the advantages and disadvantages of running a SMSF and determine if this set up would be right for you. To ensure that our clients are able to efficiently utilise their opportunities, we provide continual management and maintenance of your SMSF. Our SMSF advisory services will prioritise educating and guiding our clients on investing through a SMSF based on personal situations and financial goals.
At SMART Financial Advisory, we understand that one of the main reasons our clients starting up a SMSF is due to being able to access a broader range of investments.
- Term Deposits
- Managed Funds
Our licensed advisers are able to provide assistance to our clients with:
- The establishment of a SMSF
- Investment Strategy Planning and Advice
- Investment Implementation
- Investment Review and Opportunities