Plan for retirement now with Stratwealth. Our SMSF services put you in the best and most strategic position to grow your SMSF with ease. Explore our comprehensive SMSF services and book an appointment today.
Have investment flexibility and control with your retirement savings.
An SMSF is a trust where funds or assets are held and managed on behalf of a maximum of four individuals, to provide their future retirement benefits. The ability to manage and control your own super fund is an attractive proposition for those prepared to commit the time and accept the administration and compliance responsibilities.
Every day, more Australians are opting for a self-managed superannuation fund (SMSF) over traditional superannuation options due to the desire for greater control, flexibility and potential benefits. Aside from having total control over your super fund, SMSFs offer the flexibility to invest in a broader range of assets, including direct property and alternative investments, providing opportunities for diversification and potentially higher returns.
If you’re looking for more control and flexibility to plan your financial future, why not consider a self-managed superannuation fund (or SMSF)?. With an SMSF you’ll be your own investment manager and responsible for making all the investment and administration decisions.
Some individuals may also appreciate the potential cost savings associated with an SMSF, particularly for those with larger balances, as they can often achieve lower fees compared to retail or industry super funds.
Our Financial Planner who specialises in superannuation, taxation and corporations law can help you with:
- Structuring your superannuation so that it’s tailored to your life goals and values
- Establishing your self-managed super fund
- Managing your fund’s compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act)
- Structuring your income streams tax effectively
- Outlining your insurance options so your premiums are paid from the best possible source
- Identifying strategic opportunities for investment
- Topping up contributions in your existing super fund in a tax-efficient way
- Planning for your super to go to your intended beneficiaries
- Assisting with fund transition to pension
Whether you already have an SMSF – are thinking about setting one up – or need help to unwind one, we offer specialised advice tailored to your needs. Discover how our financial advisors can guide you through one of the most challenging but rewarding financial planning strategies.
Why work with a financial planner for SMSF management — five core benefits
Engaging with an established financial planner for SMSF services can deliver incredible results for Australians seeking more from their investments. By partnering with Stratwealth, you can expect:
- Expertise — Our financial planners bring a wealth of knowledge and experience in investment strategies, asset allocation and risk management, optimising the SMSF’s performance.
- Regulatory compliance — They also navigate complex SMSF rules and regulations, ensuring compliance with legal requirements and minimising risks of penalties.
- Comprehensive planning — Stratwealth provides holistic financial planning, including retirement, tax and estate planning, tailored to our client’s goals and circumstances.
- Efficiency — By outsourcing management tasks to our financial planners, trustees can save time and effort, allowing them to focus on other aspects of their lives.
- Peace of mind — With professional guidance, trustees gain confidence in managing their SMSF effectively, leading to greater financial security and peace of mind.
This information provided by Strategic Wealth Planners does not constitute financial product advice and is for general information only. It is written without taking into account your personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk.
