Self Managed Super Fund (SMSF)

Self Managed Super Fund (SMSF)

Regular price $4,000.00

A Self Managed Super Fund (SMSF)

Fully tailored written Financial Advice for anyone considering an SMSF for their Super.

Self-managed super funds (SMSFs) remain a popular vehicle for investors to build their retirement savings. SMSFs are a great option for people who have the time and inclination to manage their super themselves. But most importantly they provide flexibility and the ability to purchase property within the superannuation structure. It pays to be aware of the basics before deciding to open your own fund.

Or perhaps you already have an SMSF and you are interested in strategies to maximise your current structure.

Having spoken to NewStart Financials' Senior Financial Adviser in the free 15-minute consultation, this package takes you to the next step providing written Financial Advice on an SMSF strategy.(if you have not selected this free session, please do so before purchasing by selecting 'Do I need a financial planner'). 

 NewStart Financial will be gathering information on your complete personal and financial situation, your financial and life goals and your attitude to risk to develop strategies and recommendations for the most appropriate options.

This package is fully tailored to your needs and the information you provide us. You will receive a comprehensive Statement of Advice containing our analysis and recommendations including any assumptions, benefits and drawbacks to allow you to make the optimal decisions for your future. When you purchase this package, you will receive all the services which go into creating a written financial plan tailored to your circumstances.

We will develop, document and present this as a Statement of Advice to you. Typically, this process will take a number of weeks depending on the complexity of your situation and your requirements. The Statement of Advice will include, but not be limited to, the following: 

- Liaison with your current Super and Investment fund managers;

- All general administration tasks;

- Personalised Research and Product Selection;

- Liaison with your accountant if required;

- Development of your personalised strategy;

- Preparation of your personalised Statement of Advice;

- A Presentation Meeting to discuss your Statement of Advice;

- Client access to our administration team.

Client access to our administration team.