Tailored SMSF Advice
Our commitment to providing comprehensive SMSF advice is unmatched. With a depth of experience spanning over 25 years, our team is equipped to guide you through every phase of your Self-Managed Super Fund journey. From the initial setup to strategic growth, to retirement planning and eventual windup, we’re here every step of the way to ensure your financial future is secure. Our approach is simple: to offer easy to understand, accurate, and up-to-date advice tailored to your unique situation.
Strategic SMSF Advice
Setting Up and Growing Your SMSF
Embarking on your SMSF journey can be both exciting and overwhelming. Whether you’re at the starting line or somewhere in the middle, we’re here to offer strategic advice tailored to your specific needs. Our services span the full lifecycle of SMSF management, including setting up your fund, advising on possible strategies to meet your goals, and ensuring you’re always in compliance with the latest regulations.
Tailored Tax Strategies
As registered tax agents, we pride ourselves on delivering top-tier tax advice specifically designed for SMSF holders. Our expertise extends to offering comprehensive strategies around Capital Gains Tax, helping you navigate potential tax scenarios and maximize your savings. With our support, you’ll make informed decisions that align with your financial goals.
Retirement Planning and SMSF Windup
Approaching retirement brings a new set of considerations and strategies for your SMSF. We are knowledgeable in tax-efficient approaches to withdrawing and re contributing to your SMSF, aiming to minimise the taxable component and optimise super balance for estate planning purposes.
Leveraging Strategic Relationships for Your Benefit
Our extensive network of strategic relationships provides you with access to a broad array of specialised services. From financial planners and mortgage brokers to real estate agents and actuaries, we connect you with trusted professionals who can further enhance your SMSF strategy and help you meet your diverse financial objectives.
Personalised Advice for Complex Situations
We understand that your financial situation is as unique as you are. Our team is adept at crafting personalised advice for complex scenarios, including multiple marriages, mixed families, high tax components, and strategies for evening out account balances. Whether it’s accessing your super early or devising ways to avoid unnecessary withdrawals, our advice is always tailored to your individual circumstances.
Why Choose Us?
Choosing Award Super Solutions for your SMSF advice means partnering with a team that genuinely cares about your financial well-being. With over 25 years of dedicated experience, a commitment to personalised service, and a network of strategic partners, we’re uniquely positioned to help you achieve your financial dreams through intelligent SMSF management.
A Note on Financial Planning
Our expertise is centred on SMSF advice. It’s important to note that we are not financial planners. For overarching retirement and investment strategies, we recommend consulting with a licensed financial planner who can complement our SMSF advice and provide you with a holistic financial plan.
Let us help you on your SMSF journey with confidence. Contact us today to learn more about how our tailored SMSF advice can secure your financial future.