There are now over half a million SMSF’s in Australia with more than one million members. In addition, SMSF’s represent over 1/3 of all superannuation assets making SMSF’s the fastest growing sector in retirement savings.
Shaun Thatcher is a SMSF Specialist Advisor (SSA™) having completed significant specialty training. Shaun can help clients and Trustees of SMSF’s with many aspects of SMSF advice including:
- Estate Planning Solutions
- Investment Strategy advice
- Investment placement advice
- Transition to Retirement
- Pension Strategies
- Limited Recourse Borrowing Arrangements (LRBA’s)
- SMSF establishment
- Insurance solutions for members
- Fund Compliance Solutions
If you’re considering a SMSF or if you have one and don’t feel like you’re getting enough support from your existing provider, contact us for a complimentary discussion.
Fees
The cost of SMSF work can vary significantly depending on the scope of the work required, complexity, fund assets, existing compliance arrangements etc. Please contact us for an obligation free quote for your SMSF needs.
