Property investing with a self-managed super fund made easy
Expert guidance for those looking to establish an SMSF and invest in property.
Property investing with a self-managed super fund made easy
Expert guidance for those looking to establish an SMSF and invest in property.
Everything you need to investigate, setup, borrow and manage an SMSF
It’s up to you to become engaged with your own superannuation, to make sure you are making the most of your available resources.
Superannuation Advice
You define your retirement goals and dreams, we’ll provide the strategies and analysis to help you achieve your goals using your Superannuation. We provide actionable advice with clean, clear, measurable results.
SMSF Establishment
It can be difficult to establish, investing in and run an SMSF in a compliant way. It takes experience and the right professionals working together to achieve your fund’s objectives, we can help.
LRBA Borrowing
Experienced SMSF mortgage brokers who will determine the right SMSF loan for your fund and work with the vendor, bank, financial planner and solicitors to fund your property investment.
Investment Research
Your investment strategy aligns with your retirement goals and will influence how much money you’ll have to retire on. An SMSF accredited financial planner can help you develop and model your investment strategy.
Everything you need to investigate, setup, borrow and manage an SMSF
It’s up to you to become engaged with your own superannuation, to make sure you are making the most of your available resources.
Superannuation Advice
You define your retirement goals and dreams, we’ll provide the strategies and analysis to help you achieve your goals using your Superannuation. We provide actionable advice with clean, clear, measurable results.
SMSF Establishment
It can be difficult to establish, investing in and run an SMSF in a compliant way. It takes experience and the right professionals working together to achieve your fund’s objectives, we can help.
LRBA Borrowing
Experienced SMSF mortgage brokers who will determine the right SMSF loan for your fund and work with the vendor, bank, financial planner and solicitors to fund your property investment.
Investment Research
Your investment strategy aligns with your retirement goals and will influence how much money you’ll have to retire on. An SMSF accredited financial planner can help you develop and model your investment strategy.
Invest in asset classes you are comfortable with, including direct property
Determining the right investments within superannuation is important whether you’re 16 or 65. Your investments and the strategy that is guiding them will influence how much money you’ll have to retire on and how you live your life in your retirement years.
If you’re a member of a large fund then this process is normally done for you and you decide from a selection of pre-defined investment options.
If you have a self-managed super fund, you’re able to establish an investment strategiy that is tailored specifically to your retirement goals and better aligns with your risk profile.
Invest in asset classes you are comfortable with, including direct property
Determining the right investments within superannuation is important whether you’re 16 or 65. Your investments and the strategy that is guiding them will influence how much money you’ll have to retire on and how you live your life in your retirement years.
If you’re a member of a large fund then this process is normally done for you and you decide from a selection of pre-defined investment options.
If you have a self-managed super fund, you’re able to establish an investment strategiy that is tailored specifically to your retirement goals and better aligns with your risk profile.
Personalise your Superannuation to meet your individual needs
It’s up to you to become engaged with your own superannuation, to make sure you are making the most of your available resources.
Set your retirement goals
Everyone has a different picture of their ideal retirement so make sure your Superannuation strategy and investment decisions and guided by what you want your retirement to look like.
Establish your investment strategy
Your investment strategy aligns with your retirement goals and will influence how much money you’ll have to retire on and how you live your life in your retirement years.
Select your investments
With a SMSF, you’re able to establish an investment strategy that is tailored to your retirement goals, investment preferences and better aligns with your risk profile.
Meet insurance obligations
Determine what cover is available, calculate an appropriate level of cover required for your circumstances, review the benefits associated with your cover and what will be the cost.
Define your reporting requirements
Rather than an annual summary, you can set the reporting frequency for your SMSF or integrate with the Wealth Seekers app and know how your fund is performing in real-time.
Review your performance annually
An accountant will complete your SMSFs administration, audits, and tax returns. Your advisor will review your SMSFs performance and investigate available opportunities with you.
Personalise your Superannuation to meet your individual needs
It’s up to you to become engaged with your own superannuation, to make sure you are making the most of your available resources.
Set your retirement goals
Everyone has a different picture of their ideal retirement so make sure your Superannuation strategy and investment decisions and guided by what you want your retirement to look like.
Establish your investment strategy
Your investment strategy aligns with your retirement goals and will influence how much money you’ll have to retire on and how you live your life in your retirement years.
Select your investments
With a SMSF, you’re able to establish an investment strategy that is tailored to your retirement goals, investment preferences and better aligns with your risk profile.
Meet insurance obligations
Determine what cover is available, calculate an appropriate level of cover required for your circumstances, review the benefits associated with your cover and what will be the cost.
Define your reporting requirements
Rather than an annual summary, you can set the reporting frequency for your SMSF or integrate with the Wealth Seekers app and know how your fund is performing in real-time.
Review your performance annually
An accountant will complete your SMSFs administration, audits, and tax returns. Your advisor will review your SMSFs performance and investigate available opportunities with you.
How is your Superannuation currently performing?
It’s up to you to become engaged with your Superannuation & ensure you’re making the most of your available resources.
With Superannuation likely to be most Australian’s largest asset in the future, and representing the most tax advantaged environment we have access to in Australia, it makes sense to take an active interest in the management of your superannuation investments and costs.
There are significant benefits that an SMSF has when compared with traditional super funds. However, if you are thinking of setting up an SMSF, you need to do your research in the first instance and go into it with your eyes open. There are details which make an SMSF more complicated than traditional superannuation funds and finding a good advice provider to help you with the process is recommended.
Fill out the form below and we’ll call when it suits you.
It’s up to you to become engaged with your Superannuation & ensure you’re making the most of your available resources.
With Superannuation likely to be most Australian’s largest asset in the future, and representing the most tax advantaged environment we have access to in Australia, it makes sense to take an active interest in the management of your superannuation investments and costs.
There are significant benefits that an SMSF has when compared with traditional super funds. However, if you are thinking of setting up an SMSF, you need to do your research in the first instance and go into it with your eyes open. There are details which make an SMSF more complicated than traditional superannuation funds and finding a good advice provider to help you with the process is recommended.
Fill out the form below and we’ll call when it suits you.
Find out more about Wealth Seekers. Speak to us today.
We can answer your questions and show you how easy it is to get started.
Find out more about Wealth Seekers. Speak to us today.
We can answer your questions and show you how easy it is to get started.
