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Our expert advice can make all the difference.

A self-managed superannuation fund (SMSF) is the most tax-efficient structure to build personal wealth and protect your assets. However, it is a highly regulated area, and considerable expertise is required to ensure that the fund remains fully compliant and entitled to all of the tax and asset protection concessions.

Some of the advantages of using an SMSF include:

  • More control of your super, and therefore your future – invest in what you want to invest in, and react quickly to market developments
  • Pool your superannuation with other members of your family, giving you access to a greater range of investments
  • Achieve better tax outcomes – take advantage of franking credits, and time capital gains and losses to maximise tax benefits for your and your family

Our experts will help you make sense of the process and prepare the mandatory reports and documentation to ensure you’re set up for a comfortable future.

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