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Self Managed Super Fund (SMSF)

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.

  • Shares
  • Term Deposits
  • Managed Funds
  • Property
  • Collectibles
  • Cryptocurrencies

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

Testimonials

We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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Google Rating
4.0
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