Self Managed Superannuation Advice

Establishing your own Self Managed Superannuation Fund (SMSF) and managing the fund on an ongoing basis is an indepth and time consuming process. We advise you to consult with us prior to setting up a SMSF to determine if this is the right choice for you.

Should a SMSF be appropriate for you, we can assist you in the following ways:
1. Establishment of the fund
2. Formalising the funds investment strategy
3. Provide tailored Investment advice to the fund
4. Provide tailored Life insurance advice to the fund

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