Self-Management Super Fund (SMSF)
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SMSFs are a tricky area to navigate on your own. That’s why having a financial adviser can make a big difference. We can help you set your retirement and super goals, to decide whether an SMSF is the best choice for you. We can guide you through the process of setting up an SMSF, including shaping an investment strategy that will put you on the path to achieving your goals. We can help you plan for and manage the ongoing costs of running your fund. We’ll also work with you to review your super contribution levels and assess your insurance needs to make sure you have the right level of protection. Finally, we stay on top of SMSF regulations so you can be confident your fund stays compliant.