Administration & Management
With our advisors monitoring & managing your SMSF, we help you avoid costly mistakes & turn your super into a fund that can fuel your retirement lifestyle.
Self-managed superannuation fund management
Self-managed super funds (SMSFs) can be a great way to build wealth. But only if your fund is set up and managed well.
The opportunities provided by SMSFs must be balanced with the risks. After all, it’s your retirement at stake.
So, while many people are talking about the benefits of being able to control investments in your own fund, it is not a decision to be taken lightly.
We’ll help you monitor and manage your self-managed superannuation more effectively and administer it so that you stay within all the rules.
Our advisors are experienced in providing SMSF management and administration services that help you avoid the most common problems with these funds.
The benefits of SMSFs
The superannuation system is set up to provide small business owners with an excellent opportunity to grow wealth:
Our team has specialist knowledge in the opportunities presented by the SMSF structure and the regulations associated with these funds.
We’ll help you navigate the regulations and even identify opportunities to maximise your fund and retirement wealth, if required.
Challenges with SMSFs
Self-managed super funds can be complex to understand.
Funds are closely regulated by either the Australian Taxation Office (ATO) or the Australian Prudential Regulation Authority (APRA).
The administration and paperwork are confusing to anyone who hasn’t had to look after such a fund before.
It’s time consuming and it’s also important to note that there is no guarantee of good returns unless you make sound investment choices.
Our advisors and fund administrators can support you to start building and protecting your wealth.
How we help with your fund
Our advisors are kept up-to-date with all the latest information so that we always provide informed services to clients. We can monitor and manage existing pensions.
If you need advice with strategies on how best to invest in your fund, an Associated Financial Planner is authorised to assist with investments.