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Self Funded Retirees
Do you have a self managed superannuation fund?
You’ve heard about the benefits of using a Self-Managed Super Fund (SMSF) as a wealth-generation vehicle and you’ve either taken the step and set one up or are seriously thinking about it.
But you’re confused about the regulation, implications and consequences in running your SMSF and don’t know what to do.
You understand the importance of investing in good professional advice.
Sound like you? Then read on
The legislation around SMSFs is complex and constantly changing. The consequences of not receiving the correct advice and taking the right action can be significant.
We want to ensure you receive the best advice to stay compliant and use your SMSF effectively as a tax-efficient wealth generation vehicle.
That’s why we’ve developed a firm able to support you in today’s complex environment. As a client you’ll get:
A team of experts assigned to your file
You get access to a team of highly experienced, qualified and dynamic professionals to support you. Instead of just being reliant on one person you get a team of experts assigned to your file. They know your situation and can support you with what you need, enabling you to get things done quickly and effectively. This includes: