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..
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If you have enough in super to start an SMSF
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How set up up a an SMSF
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strategies you could utilise as a business entrepreneur
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Thinking about buying property through super
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Do I have the right asset mix in my current SMSF
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If have the right tax strategies
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Are SMSF cost effective
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How many people can be involved in an SMSF
We'll Help You
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Get control of your super
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Reduce your work load and stress Accounting and legal compliance
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Minimise your risk Maximise your investment returns
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Make smart decisions with your assets
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Implement effective tax strategies
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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.
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.
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.
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.
Your investment strategy reviewed regularly
Reviewing your past 12-month strategy and, accordingly, then planning for the next year are critical to the way we work.
