Self-Managed Superannuation Fund (SMSF) Specialists

Self managed super funds can be an excellent structure to provide for your retirement.

They’re not for everyone, and there’s a lot of rules and responsibilities involved, which is why many our clients seek our specialist advice around SMSF’s.

In conjunction with The Brian Group, we help take the burden off trustees by providing a complete SMSF service from the same convenient location.

We ensure your fund is set up properly and fully compliant with the complex SMSF legislation.

How can we help you with your SMSF?

With ITL Financial Planning you can enjoy the benefits of your own SMSF…

… without the stress of potential penalties for not keeping your fund compliant or the hassle of keeping on top of the administration.

We will can help you with:

  • deciding whether establishing a SMSF is suitable for you
  • selecting and structuring your SMSF investments to reflect your core values and the level of risk you feel comfortable taking
  • saving tax within your SMSF
  • contributions, retirement planning & pension strategies
  • successfully diversifying your investments across different asset classes
  • directly purchasing shares (International & Australian), property, fixed interest securities and term deposits

  • securing your personal risk insurance inside your fund
  • smart investment choices that maximise your returns

Are you getting the most out of your SMSF?

Our dedicated team at ITL Financial Planning has considerable investment experience and we spend a significant amount of time keeping on top of markets and monitoring market movements to provide timely, proactive portfolio advice.

If you want to enjoy the benefits of your own SMSF without shouldering all of the responsibility on your own, contact us now.