Self-Managed Super Funds (SMSF) are a form of Superannuation Fund that can provide members with direct control of their Retirement Savings, provide a wider choice of investment options, Tax advantages and greater flexibility (over traditional Industry and Retail Super Funds).
In today’s volatile economic climate Superannuation Funds continue to be one of the most effective ways for individuals (especially business owners and self-employed contractors) to build Wealth in a Tax effective manner. In conjunction with our Strategic Partners and Superannuation-related industry experts, AD Partners have been advising clients on Self-Managed Superannuation Funds (SMSF) since 2001 and can assist clients in;
- SMSF set up / Tax Compliance ( Including Bare Trusts for Geared Property Purchases)
- SMSF Administration ,Auditing & Compliance services
- SMSF Investment Strategies & Advice
AD Partners recognises that for Superannuation Strategies, such as Self-Managed Super Funds, to be effective, financial advisors must take into account the client’s complete financial position (including family trusts and any existing Company structures) together with a comprehensive investment risk profile.