Self Managed Super Funds (SMSF)

An accountant helping setup a self-managed super funds

At WealthVisory, we provide a wide range of financial advisory and planning services. Our services are tailored to suit each and every one of our clients. We assist with self-managed superannuation funds, investment strategies, portfolio management, business growth, wealth accumulation, and a whole lot more. 

Our team is dedicated to providing you with the right advice and the best service possible. Our advisors have outstanding experience and financial knowledge, so you can be sure that you are getting the best advice available. To find out more about any of our financial services, get in touch with us today.

Self-managed super funds (SMSF)

We provide expert information and advice on self-managed super funds. From setting-up a SMSF fund, to implementing the best strategy, we know what works. Our self-managed super fund specialist is authorised through the Self-Managed Superannuation Fund Advisers Network. 

Our superannuation specialist can provide advice on the establishment and setting up of a SMSF, pension strategies, contributions, death benefit payments and other withdrawals, Limited Resource Borrowing Arrangements, asset class investment strategies, and, winding up a SMSF. All of the information we provide to our clients is tailored to suit their current financial situation, in-line with their future financial goals. 

We help clients who are just starting out in the workforce all the way up to clients that are on the verge of retirement. Understanding your superannuation fund and how to get it working for you can be the difference between retiring comfortably or staying in the workforce for longer than you might have wanted. 

We provide you with the options you need in order to make the right decisions when it comes to your finances. To find out more about setting up a self-managed super fund, managing your fund, or switching funds, get in touch with a SMSF specialist at WealthVisory today.

Set-up and Trust Deed advice

When a new self-managed super fund is set-up, a trust deed is issued. This deed sets the SMSF into motion and establishes the fund. A trust deed outlines the rules in setting up the fund, and provides information surrounding the beneficiaries, assets, and trustees. 

We can explain to you in greater detail how a superannuation trust deed works, what is needed, and what your obligations are. We can provide you with relevant and up-to-date information surrounding setting up a SMSF, trust deeds, and what to expect when setting up a self-managed super fund. Our highly-experienced superannuation expert has been involved in the creation of hundreds of self-managed super funds and has provided countless amounts of advice to our clients. 

To find out more about setting up a self-managed super fund, or for more information on trust deeds, get in contact with us today. You can contact us easily by phone, email, or by filling in a contact form located on our website.

Benefits of setting up a self-managed superannuation fund

More options when it comes to your investments:

  • Added flexibility with the ability to have multiple members controlling multiple pension accounts
  • Concessional tax benefits
  • SMSF’s provide added transparency when it comes to your investments and where your money is going
  • SMSF can be more cost effective than a regular fund
  • Some SMSF’s allow for consolidated funds with family members
  • Gives you a better control over your funds

Insurance and estate planning

When it comes to insurances and estate planning within your self-managed super fund, it is vital that you understand what is required. Oftentimes, when you agree to certain terms within your fund, it can be impossible to change them, or you’ll be liable for a hefty fee. We can give you advice and information on your best options when it comes to estate planning and insurances within your SMSF. 

The types of insurances that you can arrange with your SMSF are life insurance, total and permanent disablement, and income protection insurance. Many people will already have these insurances in place through other providers, but it is good to compare your insurance options to ensure that you are getting the best value for your money. Opting to have insurances through your superannuation can often be cheaper and the cost won’t affect your take-home pay. 

Understanding how these insurances are paid for through your super, their tax implications, and your cover-type is extremely important for you, your family, and your future. To find out more about insurances through your superannuation and estate planning, get in contact with us today.

Portfolio management

Are you considering setting up a self-managed super fund? Not sure how to manage it? The team at WealthVisory can manage your SMSF portfolio and take care of your investments. We know that many people want the flexibility and the benefits that come along with a SMSF, without having to constantly manage it. Well, we can manage it for you. 

Our team of experts have been investing on behalf of our clients for many years, and with great returns. We understand the market, trends, and most of all, superannuation. We are dedicated to the management of our clients’ self-managed superannuation portfolios, so you can be confident in your investments. Having a plan in place for your SMSF can put you in a significantly better financial position when it comes to retirement. Understanding the market and investing into the right places can be difficult, especially when you aren’t overly confident in investing. Let us take the hard work out of your SMSF. Get in touch with the team at WealthVisory today for more information.

If you need financial advice, information regarding your superannuation, help with setting up a fund, or SMSF portfolio management, we can help. Our excellent team will provide you with the best, and, most up-to-date information on the market. With years of hands-on experience with clients of all kinds, we have the knowledge needed to help you to reach your financial goals. To find out more, book a consultation, or speak with a member of our friendly team, give us a call today.

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What people say?

Provided ongoing support for company start-ups, book keeping, technical advice. Great contact to have in my business network. I recommend them to everyone in the local area
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I have used the earlier incarnations of Wealthvisory for many years for personal, business and trust accounting services and have always been very happy with their work...
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The team at Dolphin Tax & Accounting are highly professional. They are consistently seeking to improve the quality and services for their customers and clients. Awesome Job.
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From left to right, Matthew Rutter, Aaron Colley and Ryan Pettit
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To find out more about the services that we offer at WealthVisory Private Clients, book an appointment with us today.

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