With over 30 years’ experience in advising, managing and auditing self managed super funds we are well placed to work with you and advise on your fund.
We can assist with strategy, portfolio selection Including pension strategies, contributions, transition to retirement, re-contribution strategies and compliance.
There are many advantages in having an smsf, for example owning business property or combining super accounts of families. The question with SMSF’s now is relevance and costs. There is no doubt they are relevant for owning direct property within super but with the reduction in platform and separately managed account costs many clients are opting not to have an smsf.
We invite you to discuss your self managed super fund with us and how we can assist you achieve your financial goals.
