Self Managed Super Fund Strategies & Statement of Advice documents

In the ever changing environment of superannuation, the fastest growing sector is of course Self Managed Super Funds. With the largest proportion of superannuation funds now being held in SMSFs over any other type of super fund (including Industry funds, Retail or Corporate funds), there are a vast array of strategies that are not commonly used by non-SMSF Advisers. By utilising our services, SMSF Paraplanners will ensure that your clients are getting strategies and advice documents prepared by technical experts in the SMSF field.

Some of the many strategies we are asked to complete include the standard trustee structures, reversionary pensions and investment strategies through to the more complex segregated investment strategies, estate planning and of course limited recourse borrowing arrangements (borrowing inside SMSFs).

We pride ourselves on tailoring our advice to your client’s Trust deed which assists in educating and upskilling your client on the legalities of their Super Fund.

There is no strategy too big or too small, when it comes to SMSF. We love finding solutions for you and your clients!