SMSF Advice Investment Strategy

SMSF Advice and Investment Strategy

Reasons as to why an SMSF Advice and Investment Strategy may be for you:

Control – Take control of your investments and choose what your super is invested in. Trustees can invest in a wide range of assets such as investment properties, direct shares, cash accounts, term deposits, global markets, collectables and more.

Flexibility – SMSFs can be more flexible and personalised. Having greater flexibility on when you acquire and sell investments can be valuable, for example, as market conditions change you can quickly respond by adjusting your investment portfolio.

Ability to pool your super – SMSFs can be a great way to pool your super assets with up to three other members. By pooling your super funds, this may allow access to a wider range of investment opportunities, which you may not currently have otherwise to your SMSF.

Here at ACRO Wealth Management, we will assess your situation and advice the best SMSF structure to meet your retirement needs. Whether you are looking to set up your superannuation to invest in property, shares, gold or other collectables, our team will ensure that the SMSF set up, investment strategy and ongoing administration is suitable for your needs and legally compliant.

Take control of your SMSF

Looking to start your own self-managed super fund (SMSF)? Don’t do it alone, speak to us for expert SMSF advice. We will assess your situation, advise if you should set up or maintain a SMSF, advise if you should wind up a SMSF or assist with rollover advice of an existing super to a SMSF. We can also implement an effective investment strategy to help meet your retirement needs.

CONTACT US

Portal Office Park Unit 5A, 2994 Logan Rd

Cnr Lexington Rd, Underwood QLD 4119

P.O. Box 1147, Springwood QLD 4127

Mon-Fri, 8am-5pm

Sat, 9am-12pm (Appointment only)

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DISCLAIMERS

Legal Advice Disclaimer

The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs.

Before selecting any product or service or acting on any advice you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.

If any information in this publication relates to a particular product or service you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service.

Liability limited by a scheme approved under Professional Standards Legislations.

Corporate Authorisation Representative

Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000

Acro Wealth Management - Financial Planning (Personalised Advice)

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