Partner With SuperSense To Assist In Providing SMSF Advice To Your Clients
Strategic and expert Self Managed Super Fund (SMSF) advice is essential to ensure your clients are maximising their superannuation funds to achieve their retirement financial goals. Regular advice and discussions are recommended to ensure your clients are satisfied with their fund performance and feel confident with how their fund is managed.
SMSFs can be complex, requiring regular management, discussion and strategy review. SuperSense works with our partners by providing advice from our team of SMSF specialists to assist you when making important decisions about your client’s funds.
SuperSense provides you with qualified SMSF specialists and chartered accountants who are experienced in providing quality advice on SMSFs, assisting your business to provide the best advice for your clients who may be looking to establish a SMSF or improve an existing one.
We want to work with you to ensure your client’s investment and retirement goals are achieved. The regulations are ever-changing, and it can be demanding to keep up to date, therefore using a team of SMSF specialist can save your business significant time. Our team are always up-to-date with the relevant industry knowledge and have had significant experience with thousands of SMSF accounts.
Our team of experts will be there to assist your business by offering reassurance and providing the information you need, there is no question too small or irrelevant.
With our professional help, you can provide your clients with the most beneficial outcomes for their SMSF investment and retirement plans, ensuring your clients remain with you for years to come. SuperSense can be your partner for providing quality advice on SMSFs, whenever you need it.
We provide expert advice on the following SMSF areas:
- Setting up an SMSF
- Assessment of whether a potential investment is compliant with the rules
- Options around starting a pension
- Provide advice annually regarding the minimum pension requirements
- Review trust deeds and advise is they need updating
- Determining the appropriate structure for new investments such as related trusts or borrowings
- Confirming the number of funds that can be contributed to superannuation
- Ensuring funds have up-to-date beneficiary nominations
- Assess the possibility of transferring property into an SMSF