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Self-Managed Superannuation Funds (SMSF)
Take control of your retirement savings, gain flexibility in investment choices, and benefit from personalised guidance tailored to your unique needs. A SMSF Specialist Advisor is a professional advisor who has undertaken a program for SMSF professionals through SPAA and consists of examination, referee checks and CPD activity. Panbo Ye SSA, FCPA, AFP at your service.
Make smart investment choices to ensure flexiblity
Did you know: tax strategies can help you grow your super savings and reduce tax payments as you transition to retirement. Like all super funds, SMSFs benefit from concessional tax rates. In the accumulation phase, tax on investment income is capped at 15%; in the pension phase there is no tax payable, not even capital gains tax.
SMSF setup
Learn how to select and set up super funds tailored to your financial goals.
SMSF compliance
Comply with SMSF regulations to avoid penalties and loss of tax concessions.
Investment strategy advice for SMSF
We consider your individual circumstances, risk tolerance, and long-term goals
Retirement planning with SMSF
Find your comfortable and financially secure retirement.
SMSF administration
Complete ongoing management and compliance tasks.
SMSF tax services
Assist you with meeting tax obligations and complying with laws and regulations.
Choose your SMSF with confidence.
Unlock the potential of your SMSF with our client-centric approach. Our transparent pricing and customised SMSF solutions align with your financial goals, providing you with peace of mind and the tools to secure a prosperous retirement. There are also cheaper and more effective options than SMSF to manage your super. Get in touch with us and find out how.
"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas"
Paul Samuelson.
We value efficiency, transparency and personalisation.
Consultation and setup
Discuss your SMSF goals and requirements, and we will assist you in setting up your SMSF while ensuring compliance with regulatory obligations.
Investment strategy and retirement planning
Our expert advisors provide tailored investment strategy advice to optimize your SMSF portfolio and help you plan for a secure retirement.
Administration and tax services
Our dedicated team takes care of SMSF administration, compliance, and tax obligations, ensuring smooth operations and peace of mind.
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