SMSF Strategic Advisors – Services

servicesSMSF Strategic Advisors offers a range of professional financial planning services including, but not limited to: Self-Managed Superannuation Funds, Limited Recourse Borrowing Arrangements, Retirement Planning, Superannuation Advice, Insurance, Estate Planning and Succession Planning Advice.

For those who don’t already know SMSF stands for self-managed superannuation fund, which is one of the many superannuation options available on the market today. Rita Zappulla, owner of SMSF Strategic Advisors, has extensive superannuation, taxation and financial planning experience, especially when it comes to creating, administrating and reporting on SMSFs.

The main difference between a SMSF and other superannuation funds is that members of a SMSF are also trustees of the fund, which means it is run for their benefit and they are responsible for complying with the relevant taxation and superannuation laws. SMSFs are not for everyone and it is best to seek professional advice on this.

SMSF Strategic Advisors offer clients a comprehensive range of professional SMSF and financial planning services, including establishment of SMSFs, strategies to consider during the ownership of your SMSF and planning for pensions before you retire to ensure your SMSF is always complying with the relevant legislation. It is important for a SMSF to retain its complying status so it does not lose its favourable tax concessions and is working to your best advantage. SMSF Strategic Advisors work with a number of local accounting firms to assist you with the annual administration, compliance and audit requirements for your SMSF.

Main Service Areas

For more information contact Rita Zappulla at SMSF Strategic Advisors on (07) 4225 5428 or info@smsfsa.com.au

General Advice Disclaimer - The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.

Get in touch today to start your planning

Contact Us