Self-Managed Super Fund Setup (SMSF) Ongoing Service
SMSF: Ongoing Service
Congratulations on setting up your Self-Managed Super Fund (SMSF) with a property investment with Wealthlab.
We understand that managing an SMSF with property can be complex and time-consuming. That’s why our financial planners don’t just stop at SMSF setup, but offer a specialised ongoing service to help you navigate the continual responsibilities and maximise the potential of your retirement investment from a financial planning context.
Your free financial health check:
Our Financial Planning SMSF Property Management Service Includes:
- Annual accounting and tax return assistance. We can work with your accountant to assist in preparing documents and explain to you what it all means on an annual basis.
- Provide fund reporting and compliance monitoring using technology
- Assistance with annual audit requirements
- General guidance on property management and maintenance
- Access to our team of SMSF and property investment experts
- Regular legislative updates and educational resources
Pricing
Pricing Options:
Monthly Subscription: $250 per month
Ideal for those who want consistent, proactive support
Cancel anytime with 30 days’ notice
One-off Advice Sessions: Starting from $2,200 + GST
Perfect for addressing specific questions or issues
Tailored guidance from our experienced advisors
Why Choose Wealthlab’s SMSF Property Management Service?
- Specialist financial advisors for retirement, with expertise in SMSFs and property investment
- Affordable, flexible pricing to suit your needs and budget
- Proactive support to help you meet your obligations and goals
- Trusted by range of Australians to manage their SMSF property and other investments
Don’t let the ongoing management of your SMSF property become a burden. Let Wealthlab’s expert team provide the support you need, so you can focus on what matters most to you.
Contact us today to discuss how our SMSF Property Management Service can help you make the most of your investments.
