Built for business owners
Your Super Deserves A Strategy
Set up a Self-Managed Super Fund with specialist advice.
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Frequently Asked Questions
Who would not benefit from this service?
This service is not suitable for low balance SMSFs seeking basic administration, as well as clients looking for low-cost, transactional service.
Do I need a minimum amount in super to set up an SMSF?
As a general guide, an SMSF tends to make the most sense once you have $250,000 or more in super. This makes the strategic control and running costs worthwhile.
How do I get started?
Getting started is simple.
Step 1: Book your free consultation. Tell us a bit about your super and your goals.
Step 2: Get a tailored strategy. Our SMSF specialist Jared walks you through whether an SMSF fits your circumstances. No jargon and no pressure.
Step 3: Take control of your super. If it’s the right move, we’ll guide you through setup and beyond.
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