“Failing to plan is planning to fail”
Traditional Industry Super Funds
Has your superannuation balance ever diminished in your industry super fund?
Do you get charged large fees by your industry super fund?
Do you have any real say in how your money is invested in your industry super fund?
Self-Managed Super Funds (SMSF)
Does the thought of opening your own SMSF frighten you?
Well there is no need to be frightened, we know that you have no real experience in opening up or running your own SMSF so we take all the fear and pain out of it for you. We draw up your SMSF, incorporate the trustee company and the custodian company and then draw up the declaration of custody trust (bare trust) that allows you to borrow money for the purpose of purchasing a real estate asset.
Once the documents are executed by our client we place them in folders to keep them stored in a logical and secure manner. Many of our clients prefer us to hold the hard copies in our office while we provide them with a soft copy to file on their computer.