Invest in your future.

A self-managed super fund (SMSF) might allow you more control and flexibility than a retail or industry fund. But how do you know if a SMSF is right for you? That is just one of the things we can help you with.

It is important to make sure you have solid investments in your SMSF. After all, this is the money that will help fund your retirement years. You want to make sure that your money is working as hard for you as you have for it. It is also important to protect yourself and your family in the event that something terrible happens.

Through Equinox Accounting we also offer accounting, bookkeeping and taxation services for self-managed super funds. To find out more click here.

In addition to offering financial planning advice, we also can take care of the administration and accounting requirements through Equinox Accounting. For more information click here.

SMSF Financial Planning Services

Our SMSF financial planning services include:

  • Helping you determine if a SMSF is right for you
  • How to structure your fund
  • Creating an investment strategy for your fund
  • Advice about the optimum investments for your fund
  • Placing share trades
  • Regular reviews of your fund’s performance
  • Advice about insurances to be held in your fund
  • Discussions with you about your funds performance
  • Email and phone advice and support as needed
  • Advice on winding up a SMSF if it no longer suits your needs

For More Information

If you have a self-managed super fund or are thinking about starting one make an appointment with our SMSF specialist, Paul Johnson, today.