Retirement PlanningSelf-Managed Superannuation Funds (SMSF’s) are the fastest growing sector of the Australian superannuation industry. The primary drivers for setting up an SMSF include a desire for control and a wish to lower costs. It is essential that investors, through their accountant or financial planner, have access to good-quality, un-conflicted, tailored advice before making the decision to set up an SMSF.

Self-managed superannuation involves many complex rules and regulations. Time and expertise are required to keep up to date with legislative changes as well as ensuring the investments are well structured.


We can provide you with a fully integrated approach by combining access to market-leading investments and tailored strategic advice.
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