Self-Managed Super Fund (SMSF)
Considering a Self-Managed Super Fund (SMSF)?
The financial planning team at Rowe Partners Financial Planning are experts in SMSF. We understand the complexities, opportunities & advantages, but we also know that SMSF is not for everyone. Let us help you determine if it’s right for you.
Our careful process of assessment & qualification will ensure you don’t get in too deep, too quickly. We’ll help you understand the “self-managed” part of SMSF & clearly establish whether a SMSF has the capacity to deliver the returns you’re looking to retire comfortably. Then, if you're a good candidate, we’ll get to it & create a properly structured, fully compliant fund, we'll support you & show you how to ensure you meet your ongoing obligations.
Our expertise in SMSF is extensive & as Rowe Partners are highly also experienced accountants, we're a one-stop-shop where you can also access advice on taxation, compliance matters & investment strategy to help you realise the retirement lifestyle you’ve imagined.
General financial planning advice including SMSF is provided by our Certified Financial Planner Blake Halligan (sub-authorised representative 312507 of GPS Wealth).
SMSF specific advice can be sought from our SMSF Specialist Advisors, Chad McKnight, Partner (sub-authorised representative 1233031 of GPS Wealth) & Patrick Connolly, Partner (sub-authorised representative 1232778 of GPS Wealth) for those living in Port Augusta, Port Pirie & surrounding areas.
Michael Nutt, Partner (sub-authorised representative 1263436 of GPS Wealth) & Robert McDonald, Partner (sub-authorised representative 1233005 of GPS Wealth) are available to assist our Modbury, Adelaide & Murray Bridge clients with advice regarding SMSF.
You can visit any of our offices with locations in Port Augusta, Port Pirie, Modbury, Murray Bridge & Adelaide.
Rowe Partners Financial Planning can help you:
Develop a robust & legally compliant SMSF investment strategy.
Document a diversified investment strategy that meets legal requirements.
Keep track of how your investments are tracking in line with your investment strategy & keep you on track by notifying you if you steer off course.
Consider & adequately provide for the legally required insurance needs of all SMSF members.
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Whilst Rowe Partners Financial Planning is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Rowe Partners Financial Planning or GPS Wealth Ltd or any officer, agent or employee of Rowe Partners Financial Planning or GPS Wealth Ltd.
General Advice Warning:
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 | GPS Wealth Ltd | AFSL 254544 | ABN 17 005 482 726 | www.gpswealth.com.au | firstname.lastname@example.org | GPS Wealth Head Office (02)80748599