Self Managed Superannuation Funds
Self Managed Superannuation Funds can provide a sophisticated and innovative framework upon which to achieve this.
We work closely with clients to ensure that their Self Managed Superannuation Fund:
- Is appropriate for their personal situation
- Is compliant with relevant legislation
- Has an effective investment strategy which fits the fund’s idetified needs and objectives and considers your wealth protection needs
We continuously ensure that we are up-to-date on legislative and technical issues. Our CEO, Paul Broeren is a member of SPAA, the Self-Managed Super Fund Professionals’ Association of Australia, and is also Certified Financial Planner so you can be assured that your superannuation is in good hands.