SMSF advice
Get more from your self managed super fund.
An SMSF gives you control and transparency, which is often exactly why people choose one. It also brings responsibilities, and it's easy to end up with a fund that does less than it could. I help trustees use their fund well, as part of their whole financial plan.
Questions we'll work through together
- Is an SMSF still the right structure for us, or would another fund suit us better now?
- Is the fund's investment strategy diversified enough, and does it fit our retirement plans?
- How should we use contributions and pensions as we approach and enter retirement?
- How do property or business assets inside the fund fit with the income we need?
- What happens to the fund, and to our super, if one of us dies or can no longer manage it?
Your SMSF as part of the bigger picture
An SMSF works best when it's planned alongside everything else you own: your personal investments, any family trust or business, and your estate plan. I bring detailed super knowledge to that, and make sure your fund is supporting the retirement you're planning rather than running quietly on its own track.
Keep the control, share the load
Many trustees chose an SMSF for the control it offers, then found the administration and compliance heavier than they expected. I'm happy to work alongside your accountant and SMSF administrator, so the fund stays on the right side of the rules while you keep the control and transparency that drew you to it in the first place.