You want to be empowered to make decisions about investments that will have a direct impact on you and your family. That’s why when it comes to setting your money aside for the future, you need a fund that will give you control over what investments are made, and how those investments are managed. Ultimately, you want to set yourself up for a comfortable retirement by optimising your money and maximising your savings.
That’s where we come in. Our Wealth Management advisors work closely with our Accounting, Tax and Advisory team to deliver our Self-Managed Super Fund (“SMSF”) service.
When it comes to your retirement plan, we know there’s no one size fits all. That’s why we get to know you and the retirement outcomes you want to achieve so that we can understand your retirement income needs. With that information as a basis, we develop a pathway for you to meet your financial retirement goals. Our SMSFs are designed to maximise your tax savings, give you control over your investment decisions and provide you with cost advantages not typically seen in traditional superannuation funds.
Included as part of our service to you are reviews of your investments at agreed upon intervals to ensure they're on track. Plus, we'll touch base with you regularly so that we're always on top of what's changed in your world, revising your retirement plan and advising on optimisations that you can make to your SMSF that will improve your investments and maximise your savings.
We are licensed to provide you with an optional Managed Discretionary Account service that works with your SMSF. This service essentially allows us, your financial advisors, to maintain your SMSF investments for you. You remain the direct legal owner of your investments, which are registered in your name, and you will have the final say on all investment decisions made. But, the MDA provides us with significantly improved management efficiencies day-to-day, which means improved SMSF outcomes for you long-term.
An MDA allows your investment manager to make decisions about your portfolio on your behalf. It’s a way for you to delegate the tedious day to day decision making about your investment portfolio to a specialised expert. An MDA provides many benefits that other services in the market don’t, these include-