Boulders on the Beach

WANT TO TAKE CONTROL OF YOUR

SELF MANAGED SUPER FUND?

GET THE RIGHT STRUCTURE

                                           FOR YOUR SUPER

How you structure your super today will have a lasting impact your future lifestyle in your retirement.

Self Managed Super Funds have become a favourite with over 1 million Australians, especially with smart business owners & entrepreneurs taking advantage of many strategies available in the market. If you are wondering..
  • If you have enough in super to start an SMSF

  • How set up up a an SMSF

  • strategies you could utilise as a business entrepreneur

  • Thinking about buying property through super

  • Do I have the right asset mix in my current SMSF

  • If have the right tax strategies 

  • Are SMSF cost effective

  • How many people can be involved in an SMSF

Drone Over the Mountains

WANT TO CONTROL OF YOUR SELF MANAGED SUPER 

We'll Help You

  • Get control of your super 

  • Reduce your work load and stress Accounting and legal compliance 

  • Minimise your risk Maximise your investment returns 

  • Make smart decisions with your assets

  • Implement effective tax strategies 

  • Have peace of mind

In your meeting, you will get to..

Review your current super funds
Compare costs
& Complexity
Explore Investment 
opportunities
Have a clear understanding of how SMSF operates

We offer a full service

SMSF Establishment

We take care of all the documentation required to establish a complying SMSF, making the complicated seem simple. Corporate trustee establishment to personal.

We take care of all the funds administration

All SMSFs are different and administration requirements vary for each SMSF. The Wealth Effect group offers a comprehensive range of administration packages that provide individuals and trustees the flexibility to select a service that best fits their particular circumstances.

Corporate Trustee Services

We take care of all the documentation required to establish a complying SMSF, making the complicated seem simple.Where an SMSF has a corporate trustee structure, there is routine compliance work that needs to be undertaken on behalf of the company that acts as the trustee for the fund.

Your investment strategy reviewed regulary

Reviewing your past 12-month strategy and, accordingly, then planning for the next year are critical to the way we work.

SMSF Transfer

With Wealth Effect’s SMSF service offer, you will benefit from our competitive fee structure, your own SMSF Advice Manager and Investment Advisor, quality support from our Technical Services team and annual tax returns completed in house.  You maintain the option to utilse your own accountant.

SMSF Borrowing

The rules for borrowing to buy property in your SMSF are complex. Whilst there are many potential benefits of acquiring a property through your superannuation fund, there are key considerations required to ensure that your SMSF remains compliant.

Connect, Take control  & Enjoy the Flexibility of Self-Managed Super 

Surfers at the Beach
Schedule an appointment that fits your needs.
We're always available on the phone or Zoom, book your free consult.
1300 13 59 53

Wealth Effect Group is an Authorised Representative of Boston  Reed Ltd ABN 89 091 004 885, AFSL 225738

“Andre Dirckze (AR 395157) and Beth Lavelle (AR 1238693) and Wealth Effect Group (CAR 424768) are authorized representatives of Boston Reed AFSL 225738 ABN 89 091 004 885”

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Boston Reed  Limited complies with the Privacy Act 1988.

Wealth Effect Pty Ltd ATF Wealth Effect Unit Trust. ABN: 78 766 858 328  trading as WE Mortgage Solutions as an Authorised Credit Representative of BLSSA Pty Ltd Australian Credit Licence Number 391237,  Authorised Credit Representative :480612.

Any advice in this website is of a general nature only and all case studies are for illustrative purposes only. Please seek advice tailored to your own personal circumstances before acting on this information. 

© Wealth Effect Group 2019