TAKE CONTROL WITH A SELF-MANAGED SUPER FUND

Take Control with a Self-Managed Super Fund

What we do This is an important and growing area of the superannuation landscape. We aim to provide clarity on the issues to put you in a place where you understand your options. We can assist with:

  • Establishment
  • Determining if it is right for you
  • Investment objectives and strategy
  • Ongoing advice
  • Liaising with accountant and solicitors
  • Monitoring and placement of investments
  • Technical support on rules and compliance

Benefits Through control and support we are able to help you have confidence that your funds are working in the most efficient and effective manner thereby achieving your aims. Ongoing Support We will regularly meet with youto help keep your plan on track and heading towards your objectives. A broad range of support is available for the areas your need help with.

Interested in finding out more? Talk to one of our financial advisers today.
CONTACT US

How Can We Help?

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Support Materials

You may view or download these free support materials to serve as your guide!