Self managed superannuation funds (SMSFs) can be a very effective way to manage your retirement savings. Self-directed investors enjoy the additional level of control and flexibility that an SMSF can provide; while others can benefit from the wider range of investment assets that a SMSF can own, compared with traditional retail superannuation funds. For business owners, they can represent an excellent way to structure the ownership of commercial premises.

At Geelong Financial Group Planning, we specialise in understanding where a SMSF can add value for our clients. We offer a full establishment and management service, as well as providing comprehensive services to SMSF trustees and members to help ensure their fund is compliant, tax effective and cost effective – whether they are in accumulation or pension phase.

This gives our clients the confidence their fund will help them to achieve their goal of a financially comfortable retirement.

Our advisers will assess your situation and determine whether a SMSF can be of benefit to you.

Our SMSF services include:

• Assessing whether a SMSF is better suited to your circumstances and goals than other forms of superannuation
• Establishing new SMSFs
• Arranging the preparation and implementation of your SMSF investment strategy
• Arranging the preparation and implementation of your SMSF life insurance strategy
• Winding up an existing SMSF