What it is
Advice on whether a self-managed super fund suits you, and on setting it up, investing it and running it strategically.
Who it’s for
People considering an SMSF, and existing trustees who want their fund’s strategy reviewed.
Why it matters
SMSFs offer greater control and flexibility over your retirement savings. However, they also come with complexity and legal responsibilities for the trustees.
When to get advice
- Before setting up an SMSF
- When your fund’s investment strategy is due for review
- When moving the fund into retirement phase
How we help
Our adviser can help you assess whether an SMSF is right for you and manage it strategically. Administration, compliance and tax are handled by Cornerstone Partners, whose team includes Chartered Accountants Australia and New Zealand accredited SMSF Specialists.
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Who this often helps
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.