Take control of your future by managing your superannuation investments with a Self Managed Super Fund (SMSF).
SMSFs give you greater control over your superannuation by allowing you to make all the decision and integrate your long term plans with your personal or business objectives.
Our team of specialists will help you decide if a SMSF is a beneficial option for you and if so, we'll work closely with you to establish and manage your fund and ensure you maximise your savings to achieve the retirement lifestyle you desire.
We will help you understand your investment options and advise you on your responsibilities as a Trustee. We can guide you in ensuring you make the right choices and meet compliance obligations.
Our SMSF advisors are part of the O'Brien team, not referral partners as in many other firms so you benefit from our team having a complete understanding of not only your superannuation goals but your family and business objectives as well. Our advisors work closely together and give consideration to all aspects of your personal situation to ensure you receive the best advice.
- Strategic Advice
- Fund Administration
- Trustee Education
- Pension and Estate Planning
- Periodic Reporting Service
- SMSF Audit
- Corporate Superannuation