Need assistance choosing the right SMSF investments?

SMSF InvestmentSelf managed superannuation funds (SMSF) are highly popular at the moment, and understandably so. When a super fund annual statement arrives showing a negative return coupled with a hefty fee, it is very tempting to see running your own fund as a fee-free alternative.

For many, however, there is a sting in the tail. Establishing an SMSF is one thing, but actively managing it in order to earn the optimum return is something else entirely. Many fund owners discover that the workload and stress is more than they bargained for. Research is complex, time consuming and often expensive. It’s hard to maintain control and it’s easy to go backwards.

If this sounds like your situation, or if you’re not sure whether an SMSF is right for you, can we suggest you give us a call? We’re specialists in superannuation planning and accredited SMSF advisors.

For existing SMSFs

If you already have an SMSF, we can work in partnership with you to reduce the workload while working towards increasing your fund’s returns.

Our approach is collaborative and flexible: we’ll be as hands on (or off) as you prefer. We can do an annual portfolio review with you and then leave you to it. Or we can carry out more frequent reviews to regularly fine tune and re-balance your fund for peak performance. Or something in between? Either way you’ll be benefiting from our detailed market research and quality advice.

Thinking about an SMSF?

If you’re dissatisfied with the returns and costs associated with your current super fund, but not sure whether an SMSF is for you, we need to talk.

Because we have no vested interest in selling any particular products to you, we can look at your situation and your interests more broadly. Perhaps an SMSF isn’t the best option for you. Perhaps you’d be better off with a wrap account, investment in hybrid securities or an annuity – or even a combination of all three. It all depends on your individual circumstances, but it is wise to get expert guidance when making your decision.

If an SMSF is the right way to go, we’ll help you plan and set your fund up, and then we’ll provide as much ongoing guidance as you need to keep your fund generating healthy returns.

No matter where you’re at with your superannuation, we’re happy to have a no-obligation chat with you. There won’t be any pressure to take any particular path – just a good coffee and honest advice relevant to your circumstances. Make contact today.

What our Clients Say

  • Robert Rich is a gun and has been a pleasure to work with, he spent a lot of time asking questions and listening to both my husband and I to get a deep understanding of our current financial situation of who we are and where we want to be. His advice has been comprehensive and easy to understand. The genuine interest and enthusiasm he has demonstrated has made the whole experience to date, fun and engaging (it has also been awesome to see some great financial results!). Rob is a great communicator and is always available to chat, meet up or respond to an email. We wish we had seen Rob earlier, and plan to have him as our advisor now and into the future, I have and will continue to recommend him and his services.

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  • Rob has been fantastic helping us set all our financials in order. We didn't want to have to worry about any of this stuff day to day. Rob put together a set and forget strategy that will see us in good shape for the future. Good guy, good advice, great help. Thanks again Rob

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