SMSF Advice

If you’re looking to set up an SMSF and want to discuss your investment strategy, speak with the team from Private Wealth Planning.

We can step you through the process of setting up an SMSF and can offer a range of investment choices including listed shares, unlisted shares, property and collectables.

We can help you to create a fund that offers flexibility for your family and can consolidate your estate and reduce costs.

If you have upwards of $200,000 to invest in an SMSF, you’re probably going to be an ideal candidate for an SMSF and Private Wealth Planning can assist with advice and support to help you develop and implement a financial strategy to meet your exact financial needs for the future.

Private Wealth Planning can assist to co-ordinate with third parties including the establishment of your fund, the corporate trustee establishment, accounting and tax package, strategic advice, administration and insurance.

To find out more about SMSF, speak with the team from Private Wealth Planning today.