Self-Managed Super Funds

Running a self-managed super fund can be a fantastic way to save for your retirement, but it also means you are responsible for compliance with all superannuation and taxation laws. At W&L Financial our team of qualified professionals understand what is required to set up, administer, contribute to and run a successful SMSF.

Running your SMSF incorrectly is too big a risk to take when your future literally lies in your hands. There are all kinds of changes that can apply including inflation, asset values, fluctuating markets, interest rates and laws. Employing the help of a professional ensures you have these risk areas covered.

Services for SMSFs include:

• SMSF Investment Strategy
• Purchasing a Direct Property in your SMSF
• Consideration of Personal Insurance
• Trustee Obligations
• Estate Planning