SERVICES WE PROVIDE / Self Managed Super Funds

In Australia, there are almost 600,000 funds with over 1,000,000 Australian’s who have made the step to control their own super and setup their own Self Managed Superannuation fund (SMSF). The Self-Managed Super sector now represents a combined asset value of over $590 billion.

With our experience helping people manage their SMSF, we can analyse and guide you on all things Superannuation. Things to consider when looking at into a SMSF include:

Appropriateness of a SMSF based on your situation
Assistance with Fund establishment and associated compliance issues
Investment recommendations
Methods to minimise ongoing tax liability

Matthew Burton and Scoop Investments Pty Ltd ATF Burton Family Trust t/a Zephyr Wealth are Authorised Representatives of Sentry Advice Pty Ltd AFSL 227748 | Powered By FocusNet Technology