Planning your superannuation and retirement
Piecing together your path to wealth
SMSF Strategic Advisors specialise in providing professional financial planning advice specifically for self-managed superannuation funds. Our firm can also assist with considering alternative superannuation options, retirement planning, personal insurance and estate planning and succession planning.
We value our clients and work closely with them to tailor our advice and services to meet their individual needs. We will help to manage and protect your financial legacy. Now is the time to start planning your future and piecing together your path to wealth.
Self Managed Superannuation Funds
A Self Managed Super Fund can be a great way for you to take control of your superannuation monies and provide for your retirement.
Superannuation Advice
Be informed about the best options for your superannuation. Professional advice tailored to your individual needs and circumstances.
Retirement Planning
Plan for your retirement now, build your wealth, diversify your income streams and enjoy the benefits when you need them most.
Personal Insurance Advice
Insurance is an essential tool to help protect you and your family from financial hardship, at times when you can least afford it.
Limited Recourse Borrowing Arrangements
Use your SMSF to borrow money to purchase a commercial/residential property or even a parcel of shares. Grow your assets - plan your security.
Estate Planning and Succession Planning Advice
Protect your family and their future with professional estate planning and succession planning advice. Peace of mind and control of your assets.