SMSF ADVICE & INVESTMENT MANAGEMENT PAGE
Supporting SMSF Trustees
Self-Managed Superannuation Funds form a significant part of our practice.
We provide strategic advice and professional investment management services to individuals considering an SMSF as well as existing trustees seeking ongoing support.
Whether your objective is building wealth through the accumulation phase or generating retirement income, we help develop investment strategies aligned with the goals of the fund and its members.
SMSF Establishment
Where an SMSF is considered appropriate, we can provide advice regarding:
- SMSF suitability
- Fund establishment
- Trustee structures
- Superannuation rollover strategies
- Investment strategy development
- Retirement planning considerations
The suitability of an SMSF will depend upon your individual objectives, circumstances and willingness to undertake trustee responsibilities.
SMSF Investment Management
Our SMSF investment management services may include:
- Strategic asset allocation
- Portfolio construction
- Investment selection
- Investment strategy reviews
- Income management
- Pension portfolio management
- Ongoing monitoring and reporting
Portfolios are managed in accordance with the Fund's objectives, risk profile and investment strategy.
Retirement & Pension Strategies
As clients approach retirement and move into pension phase, we provide advice regarding:
- Retirement planning
- Pension commencement strategies
- Retirement income planning
- Contribution strategies
- Transfer balance cap considerations
- Estate planning considerations
- Beneficiary nomination considerations
Working With Your Professional Advisers
Successful SMSF management often requires coordination between multiple professional advisers.
As part of the broader Ascendia group, we regularly work alongside accountants and legal professionals to assist clients with matters such as:
- SMSF establishment
- Taxation considerations
- Pension strategies
- Estate planning implementation
- Trust and business structures
- Succession planning
This coordinated approach helps provide clients with access to a broader range of professional expertise while maintaining a focus on their overall objectives.
Fee Transparency
We are committed to transparent fee disclosure.
All fees associated with our services are clearly explained before advice or portfolio management services commence.
Further information is available in our Financial Services Guide and client service agreements.