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. Our SMSF Specialist Advisors, Chad McKnight & Patrick Connolly, offer advice on taxation, compliance matters & investment strategy to help you realise the retirement lifestyle you’ve imagined. 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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