SELF MANAGED SUPER ADVICE

It’s the ultimate BBQ stopper – do you have a Self-Managed Super Fund? And if you do, are you really making the most of it?

Our Award-winning financial planners have specialist accreditation in SMSFs. With the right advice about setting up and running your SMSF, you can ensure your retirement savings are well managed, diversified, appropriate to your long-term goals – and enable you to sleep well at night.

We are some of the most experienced advisers in Perth when it comes to SMSF planning – whether you are wondering if it is right for you, or need better advice and management of your existing fund, an ipac Western Australia SMSF specialist adviser can help make your do-it-yourself’ journey easier and more certain.

When you are considering an SMSF, we can help you:

  • Decide whether an SMSF is right for your particular situation
  • Set up and administer your SMSF
  • Your responsibilities and obligations as trustee / director
  • Design and implement your unique investment strategy

When providing ongoing advice to your SMSF, we will work with you to:

  • Develop SMSF strategies that will assist you in meeting your specific retirement goals
  • Effectively manage your SMSF investments and advise you when changes are necessary to keep you on track
  • Ensure that you continue to meet the rules and regulations of a complying SMSF on an ongoing basis

The Award-winning financial planners at ipac Western Australia are real people, and we start with understanding the story of your life. Once we agree on the ‘why’ of our plan, we can design the ‘how’.

Contact us today to get the best financial advice in Perth on Self-Managed Super.