Self-Managed Super Funds
Self-managed superannuation funds (SMSFs) have been one of the fastest growing areas of the superannuation industry, allowing people greater control over their retirement savings. Whether you are considering if a SMSF is suited to you, have just started out or have held an existing SMSF for many years, we can help as we have specialist expertise in the investment management, compliance and administration of SMSFs.
A Self-Managed Superannuation Fund (SMSF) is a superannuation vehicle run by you, for you. You are in control of the investment decisions that affect the fund and its finances and consequently your financial future.
We can advise you on the suitability of a SMSF for your particular circumstances and develop personalised advice that’s right for you including:
- Setting up the SMSF
- Building a strategic Investment Strategy
- Administering and auditing the SMSF
- Providing advice to the trustees to ensure the fund remains compliant
We operate our own SMSF platform, called SB Super Solutions. Our unique system provides trustees with a central hub to control and monitor every aspect of their SMSF from one secure online location.
Whilst there are many advantages of a SMSF, they are most certainly not for everyone. Please contact a Stanford Brown adviser for further details.
Other private wealth division services:
Expert, tailored money management solutions.
Structure your insurances to protect against anything tomorrow might bring.
Discretionary management of multi-sector client portfolios can significantly benefit our clients.
Comprehensive inter-generational wealth transfer planning.
Find out more