Complete SMSF Management
A complete end-to-end SMSF solution
You can’t risk your superannuation… it is too important to your future. Here at North Advisory, we believe the smart way to successfully administer your self managed super fund (SMSF) is to use one trusted advisor to…
…provide advice and manage your investments,
…take care of all the administration,
…ensure you’re fully compliant, and
…help you with succession planning.
Whether you want us to set up and manage your SMSF as part of our personal wealth management service or you need help handling your existing fund, we guarantee to provide a service that is more economical, has fewer fees, is more flexible and more transparent than using a traditional financial planner.
Here’s how we partner with you in four simple steps:
1. Set up a new SMSF or transfer your existing fund
When it comes to setting up a new SMSF, we believe it is important to assess your overall financial position and consider your retirement goals to make sure we know what you want to achieve.
We specialise in:
- Simplifying the discussion about the pros and cons of an SMSF
- Managing a seamless transition from your existing super fund to an SMSF
- Establishing the best fund structure for your individual circumstances
Transferring your existing SMSF to North Advisory is easy. We take care of the entire process and make sure the transfer is quick and painless.
2. Sophisticated investment solution
Our investment partners invest on your behalf. We know they do a good job of it, because that’s all they do every day.
Your managed discretionary account allows you to invest in sophisticated investments previously only offered to big investors.
It also allows you to choose exactly what you want to invest in, wherever you want in the world… at a very affordable fee.
Your personal online dashboard provides you with an instant report on your investments direct to your screen… and you always have the option of talking to your investor in person, or on the phone.
All you need to do is call us and arrange a meeting… then we can start the transfer process immediately.
3. We handle the complicated administration
Your SMSF offers you greater control and more flexibility than a traditional superannuation fund but it can also be very complicated to administer.
If managing your SMSF is becoming a full-time job and you’ve got better things to do with your time, we’re here to help.
We have a dedicated SMSF management department within our business. Our SMSF specialists are chartered accountants who are also SPAA qualified and have many years of experience managing super funds.
Your manager will keep all accounting records for your SMSF, make sure your fund remains compliant, assist with relevant pensions and prepare end of financial year accounts and coordinate the audit.
4. We understand SMSF succession planning
Have you started thinking about the best way to manage your SMSF as you get older? Or are you investigating tax efficient ways to pass on your hard-earned wealth?
If you answered yes… you are well ahead of your peers!
SMSFs and succession planning can be complex, but in our experience, if you have the right plan in place you will significantly improve the probability of:
- The SMSF being well managed as the trustees age
- A spouse being able to continue to manage, and benefit from, the SMSF following the death of a partner
- Your benefit being paid to the intended beneficiaries
- Your benefits being paid to your beneficiaries, tax-effectively
We take care of every aspect of your SMSF
In the words of Cayle Petritsch, Director and SMSF specialist:
“Super is most people’s second largest asset after their home so it’s really important to get the fund management right.
At North Advisory we love building long-term relationships with our clients and taking all the headaches out of managing their SMSF.
It’s great to be part of an experienced team offering complete financial management solutions…
…so you can get on with enjoying your money.”