Self-Managed Super Fund - Advisors

Self-Managed Super Funds (SMSFs) have gained popularity as a vehicle for taking control of your superannuation investments and securing your financial future. At Allied Wealth, we provide expert guidance through our SMSF advisors, offering insight into what SMSF advisors do, the benefits of an SMSF, and answering all your burning SMSF questions.

What are SMSF Advisors?

SMSF advisors, or Self-Managed Super Fund advisors, are financial advisors who specialise in helping individuals manage their own superannuation funds. 

They provide expert guidance on the creation, administration, and investment strategies for self-managed super funds. Our SMSF advisors are there to assist you in making informed decisions that align with your financial goals and retirement aspirations.

What Do SMSF Advisers Do?

SMSF advisors offer a range of services, including:
  • Establishment: Assisting with the creation of your SMSF, including trust deed establishment and registration with the Australian Taxation Office (ATO).
  • Investment Strategies: Advising on investment choices and strategies that align with your retirement goals, risk tolerance, and ethical considerations.
  • Compliance: Ensuring your SMSF complies with all legal and regulatory obligations, including annual audits and ATO reporting.
  • Estate Planning: Assisting with estate planning within your SMSF, including the nomination of beneficiaries.
  • Retirement Planning: Developing comprehensive retirement plans to secure your financial future.

What Are the Benefits of an SMSF?

There are many benefits of managing your own superannuation through an SMSF, some of those benefits we think are most vital at Allied Wealth include:
You have complete control over your investment decisions and fund management.
Investment Flexibility
Choose from a wide range of investment options, including ethical investments.
Tax Efficiency
SMSFs offer potential tax benefits and can be structured to minimise tax liabilities.
Estate Planning
Greater flexibility in how you pass on your wealth to beneficiaries.

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SMSF Advisor FAQs

Considering an SMSF is ideal if you desire more control over your superannuation investments and have a reasonable amount of funds available. Contact us today to see how you can secure your financial freedom alongside your retirement planning.

You sure can! An SMSF allows you to manage your superannuation investments personally, giving you control over your retirement savings.
Experienced SMSF advisors, like those at Allied Wealth, are equipped to provide professional guidance on self-managed super funds, investment strategies, compliance, and retirement planning.
We typically charge a fixed fee for twelve months service, charged in monthly instalments and is the only remuneration we receive. Our minimum fee for a twelve-month agreement is charged at $550 per month (inclusive of GST) and is generally tax deductible. Please note that your individual circumstances derive the fixed fee.
No, given we do not charge asset-based fees, there is no minimum amount required to engage our services.
SMSFs are subject to various rules and regulations, including contribution limits, investment restrictions, and compliance requirements. Our SMSF advisors can help you navigate these rules and ensure you are compliant.

While it's not mandatory to have an advisor, seeking expert guidance is highly recommended to navigate the complex world of SMSFs, ensuring compliance and optimal financial management.
The role of a financial advisor for SMSF is to provide expert guidance on the creation, administration, investment strategy, compliance, and estate planning within your self-managed super fund. Their aim is to help you make informed decisions that align with your financial objectives and retirement aspirations.
Yes, we mostly engage our clients on holistic basis to ensure a more comprehensive service.
We are an Independent Financial Advice provider and have no conflicts or other relationships that may impact our Independence in providing financial advice.

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We would love to help everyone. However, based on our highly personalised approach, our clients are generally: high income earners, pre-retirees, self-funded retirees, business owners and people with lump sums or large savings.

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