GEN Y SELF-MANAGED SUPER FUND EXPERTS

your

SUPERANNUATION IS YOUR LARGEST AND MOST IMPORTANT ASSET

  • Connect to it
  • Take control
  • Invest in property and other assets not traditionally available in a retail fund
  • Secure your financial freedom

If you”™re like most of us Gen Y, you probably haven”™t paid a whole lot of attention to your superannuation until recently”¦ when you realised you”™ve built up quite an account balance over the years! It”™s time to take control of that money, because it is your money. With a self-managed superannuation fund you can invest in property, shares and even start-up companies. You have full control over what your money is being invested in. Book in a free consultation today to find out whether a self-managed superannuation fund is right for you, and what opportunities you may have to grow your wealth and secure your financial freedom.

IN 30 MINS OF FREE SMSF
CONSULTATION WE WILL

  • Review your existing superannuation funds

  • Analyse your opportunities

  • Explain in detail how an SMSF works

  • Determine suitability

OUR
SMFS SERVICE

  • 1
    Establishment
    • Discovery, goal setting and analysis session
    • Preparation of tailored advice
    • Establishment of fund
    • Implementation of rollover, contribution and investment advice
  • 2
    Annual Investment Advice
    • Annual portfolio performance review
    • Asset allocation for the year ahead
    • Access to WE model portfolio
  • 3
    Ongoing Coaching
    • Coaching as needed on how best to run your SMSF
    • Administrative assistance
    • Advice around contribution options and limits (salary sacrifice, employer contributions, non-concessional (after-tax), super splitting and spouse contributions)