Super & SMSF

Superannuation is your future.

Our Planners & Advisers have the knowledge, support and experience to guide you towards a prudent superannuation investment strategy.

SMSFs & Superannuation

Income generated from superannuation funds is an integral part of an investor’s private wealth creation that will determine their retirement lifestyle. Ord Minnett’s professional Financial Planners and Advisers have the knowledge, support and experience to guide you towards a prudent superannuation investment strategy.

 

Establishing an SMSF

Self-managed superannuation funds (SMSFs) are established by investors who seek greater independence in managing their super fund and a more hands-on approach over their choice of investments.


what is an smsf?

how does an smsf work?

benefits of an smsf

understanding trustee responsibilities

how BOA planner can help smsf trustees

What can we do for your Self Managed Super Fund?

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Setup

We can help you to set up your SMSF as a trust to ensure it complies with superannuation legislation.

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Administration

We can help you to meet all your ongoing legal compliance obligations as an SMSF member/trustee.

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Tax

We can help you take advantage of generous superannuation tax concessions with your SMSF.

Make an Enquiry

Please let us assist you. Submit your info via the form and one of our expert advisors will get in touch with you shortly.

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Get in Touch

BOA Private Wealth Pty Ltd ABN 69 655 053 124 is a Corporate Authorised Representative (No. 1295364) of GPS Wealth Ltd | AFSL 254 544 | ABN 17 005 482 726 | Website: www.gpswealth.com.au

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 personal 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.

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