SMSF Specialist Services

Our team will work with you, other specialists and stakeholders to facilitate and implement the highest level of quality professional strategic advice ensuring all members obtain the maximum potential benefit possible from your superannuation fund.

It is important to always consider the overall financial position of your SMSF and analyse all factors internal & external to develop advice on the following

• Family group structures to maximise tax savings & benefits, income streams, contribution strategies and payment of death benefits
• Development & implementation of retirement strategies
• Advice on compliance with relevant legislation
• Wealth generation through the use of an SMSF as an investment vehicle
• Consultancy on all matters Superannuation
• SMSF Pension Strategies & Advice - we will liaise with your financial planner to get you the best outcome
• Estate planning
• Succession planning
• SMSF taxation advice
• How to deal with major events such as death or removal of members / trustees
• Documentation for Limited Recourse Borrowing Arrangements (LRBA) either borrowing through a bank or any third-party related lender.
• Arranging the bank required advice certificate for borrowing through your Super Fund