BENEFITS OF A SMSF
Self-Managed Super Funds are all the rage at the moment and for good reason . . . there are some great benefits to having one:
Investment Choice, Flexibility & Control;
Tax Planning and Control;
Borrowing & Direct Investment in Real Estate
Looking after the family - Estate Planning
lf-managed super funds are a growth area at present, and quite an exciting step if they are a right fit for you.
At Wardles, we won’t just set up your super fund and part ways. We understand there are many traps and pitfalls that you need to watch out for and ensure we work together as a team to keep on top of the crucial administrative and compliance related obligations.
Getting the right advice along the way is absolutely vital to your super success – and Eryan at Wardles is the focused advisor that you need.
We can assist in all areas of advice and establishment:
- Complete Establishment of your shiny new SMSF
- Structure and advice for borrowing in your fund
- Administration and Accounting services
- Financial Advice
- Estate Planning to protect your wealth
- Wind Up
Once we’ve worked together to establish your fund we can guide you through the entire process – starting from setting up a bank account, super rollovers, investment strategies through to giving you a thorough understanding of your responsibilities!
The process of setting up and managing a super fund can be relatively intimidating – Especially if you have never managed or run your own business before. So never fear, Eryan is here to carry the load and make sure it’s a breeze.
BOOK IN NOW
If you are considering setting up a Self-Managed Super Fund, we are here to help you get on the right path. We offer an initial no obligation, free consultation to help you sift through the technical jargon and decipher if a Self-Managed Super Fund will benefit you.
Is a Self-Managed Super Fund right for you?
This tool helps you with the facts to ensure that a SMSF is appropriate for you, at this point in time.
Our SMSF Team
HT Ventures Pty Ltd TAS Wardles Accounting & Business Advisory is a Corporate Authorised Representative (No. 1245336) of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Australian Credit Licence 254 544 | ABN 17 005 482 726 | email@example.com| HT Ventures Pty Ltd ABN 26 604 443 763 |
The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned
on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Sub-Authorised Representative (No. 232172) of HT Ventures Pty Ltd a Corporate Authorised Representative of GPS Wealth Ltd | AFSL 254 544 | Australian Credit Licence 254 544 |
ABN 17 005 482 726 | www.gpswealth.com.au