+61 3 9095 8210
2/302 Stephensons Road Mt Waverley Vic 3149
We do Self-Managed Super Funds but there is more to an SMSF than a bank account, almost all of our clients that are referred to us have set up a SMSF and committed to a purchase of an investment property to help grow their fund.
They have as a result committed to a heavy regime of compliance and regulations that govern the way their fund should operate – we help navigate through the can's and can'ts – some of these can be found here.
When one of our experienced Financial Planners meets with you, you should expect the following:
After this initial meeting, your Financial Planner will take this information away to analyse and produce your individual Statement of Advice based on your personal circumstances and assessed needs.
A follow up presentation appointment will typically follow within 2 weeks of the initial introductory appointment.
The advice will cover the following key compliance needs:
The advice won't cover: