SMSF Advice

SMSF Advice

At the Refocus Financial Group, we can provide the latest in SMSF strategies and structures and help you achieve your retirement planning goals.

  • Are you looking to set up your own super fund?
  • Would you like to take control of your retirement and manage your own superannuation investments?
  • Do you have an existing SMSF and need assistance in managing it better?

We have the latest administration platforms, systems and procedures that enable us to establish your fund, monitor and maintain it with YOU and for YOU to make sure you’re complying with all the latest rules and regulations and are abreast of the various strategies available to you! We can assist with:

  • Facilitating the establishment of your SMSF
  • Making sure your SMSF is appropriately structured
  • Assessing how you can buy property through your SMSF
  • Ensuring you cover all your compliance obligations
  • Regular reporting & reviews
  • Full access to your SMSF investments at all times
  • Taking over the management of your existing SMSF

Take advantage of our FREE SMSF assessment and evaluation that will enable you to assess if an SMSF is right for you or whether you can have your existing SMSF managed more proactively!

Call us today on (07) 5479 5848 for a FREE no obligation discussion and how we can help YOU!