Self Managed Super Fund Services

SMSFs can be an effective way of maximising the accumulation and distribution of your financial assets later in life – however utilising this structure can be complex and time consuming.

At Wealth21, we realise that every client is unique, which is why we offer a range of SMSF services which can be tailored to suit your personal requirements.

SMSF Investments at Wealth21

Wealth21 can assist with the establishment and ongoing management of your SMSF’s investments.   We can work with a range of assets including cash, term deposits, direct shares, property and managed funds.  We can provide as much or as little assistance with the investment process as you require.

We know that some clients just want SMSF investment advice.  You can specify how regularly you would like advice and reporting, but still maintain control of processing your own investment transactions and managing your own SMSF investment paperwork.

Alternatively, you may wish to take advantage of our complete SMSF investment services.  We provide regular investment advice by email, process the investment transactions, maintain your cash balances, collect and collate investment documentation, provide regular reports and directly liaise with your accountant to assist them in preparations of financial statements.

We offer a transparent, capped fee structure, which allows many clients to manage their superannuation for less than most retail funds.  Features of our services include the following areas:

Basic Services:

• Provide advice on the establishment of a SMSF;
• Prepare an Investment Strategy for the Fund;
• Provide advice on ongoing compliance requirements;
• Assist SMSF Trustees in ensuring they are up to date with legislative changes;
• Provide advice on suitable insurance;
• Provide strategies on estate planning; and
• Identify strategies to maximise the benefits of having a SMSF.

On a day to day basis:

• Organise investment transactions;
• Monitor pension levels and contribution caps;
• Provide information to assist with Centrelink queries;
• Maintain financial documentation and liaise directly with your accountant; and
• Assist and maintain Death Benefit Nominations.

Our SMSF services are further outlined in the ‘Service Packages’ page on our website.