Business Accountant Financial Planning Services

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.

 

         Click the logo to find out more

Got a Question? Contact Us Below!

Level 1, 4 Smart Rd

PO Box 570

Modbury SA 5092

33 Florence St

PO Box 639
Port Pirie SA 5540

8 Church St

PO Box 2247
Port Augusta SA 5700

Murray Bridge

Ground floor, 30 Seventh St

C/- PO Box 570
Modbury SA 5092

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Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 | GPS Wealth Ltd | AFSL 254544 | Australian Credit Licence 254544 | 1700 548 2726 | www.gpswealth.com.au© 2018 Rowe Partners Accounting, proudly created by Short Sharp a