Self-Managed Super Funds – fast simple easy and maximising their tax effectiveness.
SMSFs are the fastest growing superannuation funds in the country, accounting for over one third of all superannuation monies in the country.
For some clients their SMSF can become complex with multiple asset classes, properties, multiple entities – trust funds, companies – and intergenerational members.
Visionary Advisors are experts in managing complex SMSFs and maximising their tax effectiveness. Saving you a considerable amount of money.
Naturally we also excel in SMSF administration and completing all the government paperwork on time and with no fuss.
It is genuinely flexible service. We are not tied into any financial institution’s products and give you access to the investment products you want to use.
We also offer you a full-suite of ancillary services including actuarial certificates, BAS statements where required, allocated pensions compliance and strategic advice.
To find out more call Jillian Dwyer, Head of SMSFs, on (02) 4926 7100 to book a private consultation about how we can best help you.