Unlock Your Financial Potential

SMSF Services: Your Gateway to Property Investment and More

Take control of your retirement savings with a Self-Managed Super Fund. SMSFs offer unparalleled flexibility allowing you to tailor your strategy to your financial goals. A SMSF allows you to:

  • Invest in a wider range of assets, including direct property and collectibles
  • Potentially reduce fees by consolidating up to 5 family members’ into one fund
  • Implement tax-effective strategies to maximise your retirement savings
  • Gain greater control over your investment decisions and fund management

Experience the freedom to shape your financial future on your own terms. Let us guide you through the process of setting up and managing your SMSF, ensuring you make the most of this powerful wealth-building tool.

Laying the Foundation for Property Investment

  • Goal Discussion: Start by understanding your financial objectives.
  • Cashflow Review: Analyse your current and proposed SMSF cashflow.
  • Superannuation Assessment: Our team reviews your existing superannuation, risk profile, and asset allocation to create a tailored strategy.
  • Investment Review: We evaluate your investment accounts and accumulated cash.
  • Insurance Needs Analysis: As an SMSF trustee, we assess your personal insurance requirements to protect your fund and its members.
  • Implementation Support: Guide you through the implementation of our advice and recommendations.
  • Ongoing Review: Our engagement includes an annual review to keep your SMSF on track and adapt to any changes in your circumstances or goals.
You’ve come this far, let’s help move you forwards.

Comprehensive SMSF Setup Package

SMSF’s require more work than an industry fund and can be a complex process. Wealthlab has a package designed to provide you with end-to-end support, including:

  • Establishment of your SMSF and Bare Trust with Corporate Trustees
  • Assistance with ASIC fees and requirements
  • Ongoing advice and support
  • Annual review of your risk profile, insurance strategy, and investment strategy
  • Cashflow, liquidity, and contributions strategy review
  • Liaison with your chosen accountant and auditor for annual tax return and audit
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Beyond Property: Diversification

You may have found this website after searching “SMSF Property Melbourne,” “SMSF Financial planner” or similar. So you’re probably looking to set up a SMSF for a property purchase. At Wealthlab we empower you to take control of your retirement savings while navigating the complexities it carries. One of these key elements is the need to also consider diversification of assets.

Expect to discuss with us a key principles on diversifying your SMSF portfolio into a range of other options such as

  • Share Market Investments: Strategies for Australian and international equities.
  • Fixed Income Securities: Advice on bonds and other income-generating investments.
  • Alternative Investments: Guidance on options like collectibles or precious metals, when appropriate.

Ready to explore property investment through your SMSF? Contact our friendly team today for a no-obligation consultation. Let’s build your property portfolio and secure your financial future.