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Self Managed Super Funds

Self managed superfunds (SMSF) can be a great investment tool for your future, depending on your circumstances. They can allow you to take full control of your savings for retirement. However, if you are planning to use a SMSF you need experts who understand the benefits and challenges of using such funds and can guide you through the technicalities and compliance matters.

Our specialised self-managed superannuation fund team provide all your SMSF needs including set-up, preparation and lodgement of income tax returns, financial statements. We will also help you with the audit of your fund, keep you up-to-date with rules and regulations and make sure you have the right planning in place for your retirement.

  • Self-Managed Super Fund Advice
  • Superannuation Planning
  • Investment and Retirement Planning

 

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Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative of McPherson & Associates Pty Ltd Australian Financial Services Licence (AFSL) 229883. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. McPherson & Associates Pty Ltd and its Authorised Representatives do not accept any liability for any errors or omissions of information supplied in documents on this website.

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