Setting up a SMSF is just the first step towards managing and maximising the potential of your superfund. The key to the superfund's success will be in respect of maximising your investment returns over the long term and managing the underlying risk of your investments.
Whether you need comprehensive investment advice on how to structure a share portfolio or managed funds or just require an annual review of your investments, our financial planning division – Alpha Consulting Group* - can provide you with the necessary investment advice on how to best structure and select your investments.
We can also assist you in respect of structuring property purchases within the fund and how borrowing within a SMSF to buy a property may be of benefit to you.
If you would like to arrange a meeting to discuss your SMSF investments contact us today to arrange an obligation free initial meeting where we can discuss your needs any the value we can provide.
*Alpha Consulting Group Pty Ltd offers financial advice as an Authorised Representative of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Number 227232 ("Count") using Count's Approved Product List. Count is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.