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SMSF Advice
January 14, 2019

What support is required to setup and run an SMSF

To establish and run an SMSF in a compliant it is recommended you have the knowledge and skills, or have engaged, the following service professional. Ideally, who are working together…
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Retire in style

Whether it’s travelling, community involvement or caring for family, we all deserve to live the retirement lifestyle we want.

 

Have you thought of the following:

    -  Will I have enough super?

    -  Will I be eligible for the Age Pension?

    -  Will I work less, stop working or do something different?

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Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

retire in style

Pursue your passion

If a new hobby or interest comes with a sizable price tag, an ongoing financial commitment or takes time away from paid work, you’ll need to think about what you can do to make it a reality.

 

Have you thought of the following:

    -  What is my passion and what will it cost me?

    -  Do I have a budget and savings plan in place?

    -  Am I taking steps to minimise other debts?

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Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Pursue a passion

Protect my lifestyle

If something happens, like getting sick or injured, the last thing you want to worry about is your finances.

 

Have you thought of the following:

    -  How can I prepare financially for a possible
       change in income?

    -  How can I stay on top of my expenses?

    -  Do I have savings or an emergency fund?

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Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

protect my family

Invest in property

Whether you’re planning to be a first-time landlord or have been in the market for a while, thorough planning is important to making the right decision.

 

Have you thought of the following:

    -  How much can I borrow?

    -  What are the costs and risks?

    -  Could alternative approaches to investing in
       property be suitable for me?

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Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

invest in property

Gain Financial Independence

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

gain financial independence

Give my kids the best chance

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

give them the best chance

Start a family

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

start a family

Be debt free

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

become debt free

Save for something big

It could be a car, holiday, home, wedding or your child’s education—whatever you’re saving money for, organisation and a realistic timeframe could go a long way in helping you to achieve your goal.

 

Have you thought of the following:

    -  What am I saving for and how much do I need?

    -  Do I have a budget and savings plan in place?

    -  Are my debts under control?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

save for something big

Plan a future together

While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning.

 

Have you thought of the following:

    -  Do we have a household budget and savings plan?

    -  What are our goals and financial needs?

    -  Is our financial paperwork in order?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Plan a future together

Buy a home

Buying a home is exciting, even though it’s a big financial commitment. That’s why preparation and readiness could be  the difference between make or break.

 

Have you thought of the following:

    -  How much can I borrow?

    -  Am I across the upfront and ongoing costs?

    -  Are there any government entitlements I may be eligible for?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

buy a home

Simplify your finances

Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.

 

Have you thought of the following:

    -  Have I got direct debits set up so my bills are paid on time?

    -  Do I have a budget and savings plan in place?

    -  Would consolidating my debts make things easier?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

simplify your finances

Talk to an Accredited SMSF Advisor

Providing expert guidance for those looking to establish an SMSF

Speak to us today to see if an SMSF is right for you. Even if it’s not, our team of financial advisors will be able to guide you in the right direction.

 

No cost or obligation, guaranteed

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