Self Managed Super Fund (SMSF)

Unlock Financial Freedom with SMSFs at Plan4wealth

What is a Self Managed Super Fund (SMSF)?

A Self-Managed Super Fund (SMSF) is a powerful investment vehicle that empowers individuals to take control of their retirement savings. Unlike traditional superannuation funds, SMSFs offer a unique level of flexibility and control, allowing you to make investment choices tailored to your financial goals.

Who Benefits Most from an SMSF?

An SMSF is ideal for:

  • Sophisticated Investors: Those with substantial assets seeking greater control and flexibility over their investments.
  • Property lovers: investors who understand the long-term benefits of investing into direct property
  • High Net Worth Individuals: Individuals with complex estate planning needs.
  • Business Owners: Especially those looking for the best superannuation solution for their business, including owing their own business real property as part of their overall retirement plans

Why Choose Plan4wealth for SMSF's?

When it comes to SMSFs, Plan4wealth stands out for several reasons:

  1. Expert Advisor: With Mary Benton‘s expertise, you have an experienced SMSF advisor guiding you at every step. Mary’s insights help you make informed decisions that align with your goals.

  2. Comprehensive Services: We offer end-to-end SMSF solutions, from setting up and running an SMSF to winding it up when the time is right. We help you understand your responsibilities as trustees of an SMSF, and can assist you with every aspect of SMSF management.

  3. Wide investment choices: our sophisticated investors are also able to access a range of wholesale investment opportunities, not available to retail investors.

  4. Focus on High Net Worth Individuals: Our services are tailored to the unique needs of high net worth individuals, ensuring that your wealth is managed optimally.

Our SMSF Services

Our SMSF services encompass:

Setting up an SMSF

Start your SMSF journey with expert guidance and seamless setup

Running an SMSF

We help you with the day-to-day management of your SMSF, making it hassle-free for you.

Winding Up an SMSF

When the time comes, we ensure a smooth and compliant wind-up process.

Investment Choices

Explore a wide array of investment choices that align with your financial objectives and appetite for risk.

Superannuation Contributions

Optimise your super contributions to build your retirement savings tax effectively

Investing an Inheritance

Ensure your inherited assets are invested wisely and aligned with your retirement goals.

Leaving a Legacy

Plan for the financial legacy you wish to pass on to your loved ones.

Investing into Business Real Property

Navigate the complexities of including business real property in your SMSF

Estate Planning

Ensure your SMSF aligns with your comprehensive estate planning goals.

Investing into other direct Property

Navigate the complexities of borrowing to buy property inside your SMSF

Unlock Your SMSF Potential!

Ready to harness the power of an SMSF? Book a free initial appointment with us today or download our comprehensive eBook on SMSFs. Let’s work together to make your retirement dreams a reality.

Learn more about us and our range of financial planning services or contact us here.

Plan4wealth – your SMSF experts.

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