Rowe Partners 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 the right choice for you.
Our careful process of assessment & qualification will ensure you don’t get in too deep, too quickly. We’ll guide you through the “self-managed” aspect of SMSF & clearly establish whether a SMSF has the capacity to deliver the returns you’re looking for to retire comfortably. Then we’ll get to it & create a properly structured, fully compliant fund, all the while supporting and showing you how to ensure you meet your ongoing obligations.
SMSF Specialist Advisors
01
Chad McKnight
FCPA, ATI, SSA™
02
Patrick Connolly
Bacc, SSA™, MIPA
Chad McKnight & Patrick Connolly both hold the SMSF Specialist Advisor designation from the SMSF Association & can offer expert advice on compliance matters & investment strategy, helping you prepare adequately for your retirement.
The trick is to first establish whether a SMSF is the right wealth management strategy for you & then to ensure that the fund is structured to maximise returns whilst maintaining compliance.
Call us today to book an appointment with Chad or Patrick.
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