A self managed super fund (SMSF) is the only legal way for you to control and invest your own superannuation. Taking control of your own superannuation puts you in control of your retirement instead of trusting it with the big funds that only see you as a number
Yes, after working with us many of our clients go on to make 30-50% PA average returns rather than the average big fund return of 7-8% PA. A SMSF is a way to turbocharge your retirement savings allowing you to have the lifestyle you want in retirement
It can take on average 6-12 weeks for the ATO to approve your SMSF
We work with clients with a balance as low as $30,000. You don’t need much money to be effective in investing.
We are a team of 8 with a combined background in accounting, finance and investing of over 60 years, we have dozens of happy clients right across of Australia. We are confident we can turn you into a confident successful investor.
Yes, we have clients of all ages and backgrounds working with us, front supermarket shelf stackers to nurses, police officers and factory workers, we will work with you until you are 100% comfortable.
The training will be conducted once a week over the zoom platform, we have flexible hours from 8am-8pm 6 days a week, so you will always find a time that works for you. We also have a number of training videos and exercises that you can view at anytime.
How service is free for the first 3 months so you can try us out and see if this is right for you and than $89 a month thereafter, we do not charge a management fee like other companies based on the size of your superannuation.
