A Self Managed Superannuation Fund (SMSF) is primarily a tax advantaged trust entity that many Australians use to tailor their retirement investment strategy... " unfortunately, many have given little consideration or have limited knowledge of the many financial and SMSF strategies to maximise returns..."

Getting the best from your super.

SETTING FINANCIAL GOALS Easy to say... but where are you at in the scheme of things? Review, evaluate, determine your strategy and implement... and then keep repeating the process.
SMSF BASICS Fact is that super will be of key importance in funding your retirement. That said "is an SMSF right for you and if you already have an SMSF, is it delivering on all fronts"?
Let’s discuss the basics, where you’re at and then work forward.
SMSF STRATEGIES Learn of widely utilised strategies ( that you may not be aware of ) and others of note, to build wealth and fund your retirement.
ADVICE BY Brett Whatley DFP, CFP, 20 years of financial advisory and Superannuation experience. Authorised Representative of Halifax Investment Service Ltd and Hudson Advisory Group.

 

  • Establishment
  • Strategy (financial planning and investment)
  • Technical
  • Investment
  • Administration

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