Suitability assessment
Assess how an SMSF could support your goals, investment preferences and retirement plans, including its ongoing requirements.
Self Managed Super Fund Advice
An SMSF strategy built around your goals.
An SMSF can offer flexibility in how you invest and plan for retirement. We help you explore whether it suits your needs, establish a clear strategy and bring your fund’s investments, contributions and retirement income together.
Is this the advice you need?
Make your SMSF work for your financial goals.
For people considering an SMSF, reviewing an existing fund or planning its next stage. Advice can support establishment, investment decisions and the transition to retirement.
We help assess suitability, coordinate establishment with your chosen specialists and develop an investment strategy around your goals. For existing funds, we can review investments, contributions and pensions, or coordinate a planned wind-up when an SMSF no longer fits your needs.
What the advice can cover
Self-Managed Super Funds advice areas
Establishment and setup
Coordinate the financial strategy and establishment process with your chosen accountant, administrator and legal advisers.
Investment strategy
Address diversification, liquidity, risk, insurance and retirement objectives within the fund’s documented strategy.
Contributions and pensions
Coordinate super contributions and retirement-income strategies, subject to current rules and personal eligibility.
Review and next steps
Review an existing fund, adapt its strategy as your needs change or coordinate a planned wind-up with your appointed specialists.
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