Services
At SMSF Au, we offer a range of Self Managed Super Funds services to help you take control of your retirement savings and achieve your financial goals.
SMSF Establishment And Management
We provide expert guidance on setting up your SMSF, including trustee appointment, compliance obligations, and investment strategy development. We also offer ongoing support and management services to ensure your SMSF stays on track.
Investment Strategy Development
Our team of investment experts can help you develop a customized investment strategy that aligns with your goals, risk appetite, and financial circumstances. We'll work with you to identify suitable assets and investment opportunities, and monitor your portfolio to ensure optimal performance.
Compliance And Regulatory Support
As an SMSF trustee, you have a range of compliance and regulatory obligations to fulfill. Our team of experts can help you navigate these requirements and ensure that your SMSF remains compliant at all times.
Portfolio Management And Reporting
We offer comprehensive portfolio management services, including asset selection and allocation, performance monitoring, and regular reporting. Our team uses cutting-edge technology and analytics to help you make informed investment decisions and achieve your financial objectives.
Estate Planning And Succession
We can assist with developing a comprehensive estate plan that ensures your wealth is distributed according to your wishes. We also offer succession planning services to help you plan for the future of your SMSF and ensure a smooth transition of assets.
Pension And Retirement Planning
Our team of retirement planning experts can help you plan for a comfortable and financially secure retirement. We offer a range of pension and retirement planning services, including advice on pension products, retirement income strategies, and tax planning.