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Self-Managed Super
Is an SMSF right for you?
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Taking control of your retirement

We assist our clients with an end-to-end solution, helping them establish a Self-Managed Superannuation Fund and take control of their retirement. With access to a team with a wealth of experience, you can rest assured that the most suitable structure and strategy is put in place.

Areas we can assist

Establishment of fund

Arrange trust deeds

Develop investment strategy

Limited recourse borrowing arrangements

Strategy implementation

Direct property investment

Structuring of personal insurance cover and beneficiaries

Meeting and maintaining compliance obligations

Estate planning

Why work with us?

Strong industry relationships

Highly experienced and qualified advice team

Access to our in-house specialised SMSF lending team

Integrated reporting and accounting software

Live performance updates

Access to our property research team

Ongoing account keeping and management

Highly experienced and specialised team

Book Your Free Consultation

Holistic financial solutions, tailored to your needs. Book a free initial consultation with an ActOn Wealth financial adviser.

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