After setting your fund up for you, our focus then moves to making the whole process about you being comfortable with your investments and your plan ahead.
After one or two fact finding discussions with you wherein we get to know what you want from your superannuation, we provide you with a written advice on investments that we believe best suit your risk profile and needs. After reviewing these recommendations with you and arriving at a mix that you are happy with, we assist in acquiring them for you. All of this is done for a competitive fixed fee agreed in advance. No commissions are charged by or paid to us in this process.
Barriers to running a self-managed superannuation fund (SMSF) have traditionally included administration complexity, inability to understand and properly action share registry documents and lack of sound structured advice concerning the underlying investments. We take these concerns away from you and let you concentrate on understanding your investments. We offer a mail house service that scans and records all share registries documents and assists you in executing even the simplest of documents.
Once invested, we email you monthly valuations with commentary on investments, dividends and corporate actions where required.We arrange quarterly, half-yearly or annual face to face review meetings, depending upon your requirements, to determine if your needs or objectives have changed. We charge a competitive fixed fee for this service agreed upon upfront and payable monthly. The fee also includes all phone calls and emails during the year.
If you are interested in purchasing a residential rental property through your fund, we can facilitate this process from start to finish, supplying structures required by the Australian Taxation Office through to introducing you to finance professionals who have expertise in this type of borrowing. Before we proceed with this strategy, we take you through the many pitfalls of using SMSFs for this type of investment and provide you with a written advice on how the whole process works. All you have to do is find the right property.