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SELF MANAGED SUPER FUNDS

An SMSF can offer greater flexibility than traditional super funds, as they are able to invest in assets such as property and shares.

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We are able to provide advice in the SMSF space, and work with proven experts in accounting/tax, property, lending, and estates, to ensure you are aware of the benefits and common pitfalls, such as:

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  • Start up costs

  • Unavoidable ongoing costs (yearly)

  • Capital gains/loss consquences

  • Investment and management fees

  • Onging administration and management

  • Trustee legal obligations

  • Investment strategies

  • Protection considerations

  • Estate planning aspects

  • Retirement phase (income stream) benefits and complexities

Building wealth foundations

through tailored financial planning

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