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Grow your wealth
and guarantee your future.

The time is now to grow your wealth and get your money working hard to guarantee your future. Cayle Petritsch and his team are one of Australia’s most respected wealth and investment specialists. Contact the team today for a tailored and proactive wealth generation solution.

    SMSF Management

    Your superannuation is one of your most important assets and if you have a self managed super fund (SMSF), you must ensure it is successfully administered.

    An SMSF is a complex structure, with a strict set of compliance requirements, and it needs a lot of administration. It’s not the type of fund that you can just set and forget.

    This is why you should engage professional SMSF management services, and here at North Advisory, we have a dedicated team ready to support you. We have exceptional knowledge of SMSF systems and extensive experience managing investment funds.

    Setting up or transferring

    Setting up or transferring

    If you are yet to create an SMSF, then we can help you assess your overall financial position and consider your retirement goals, to work out whether the structure is proper for you.

    We can help simplify the pros and cons of an SMSF so you can feel confident in your choice. We manage the transition from your current fund to your new SMSF and we establish the best fund structure to meet your circumstances.

    If you have an existing SMSF, we can take care of the transfer to our management services.

    Ongoing administration

    Ongoing administration

    While an SMSF offers you greater control and more flexibility over your investments, you also bear the burden of the administration and high-level compliance.

    Managing the admin associated with an SMSF can sometimes feel like a full-time job. Our SMSF specialists are Chartered Accountants who are also SPAA-qualified and can assist with all accounting records.

    We make sure your fund remains compliant. We prepare your end of financial year accounts and help with any relevant pensions. We even coordinate your SMSF audits.

    Succession planning

    Succession planning

    In conjunction with your SMSF, you must consider succession planning. As you get older, you need to make sure you have tax-efficient ways to pass on your wealth, so it’s vital to have an appropriate plan in place.

    We can help you with your planning to make sure that your SMSF continues to be well managed as the trustee’s age and to make sure that your benefits pass on to your intended beneficiaries in a tax-effective manner.

    To find out more about our SMSF management services, contact us today.

    Grow your wealth
    and guarantee your future.

    The time is now to grow your wealth and get your money working hard to guarantee your future. Cayle Petritsch and his team are one of Australia’s most respected wealth and investment specialists. Contact the team today for a tailored and proactive wealth generation solution.