Self-Managed Super Fund Advice and Administration

As the name suggests, a self-managed super fund is one that the members manage for their own benefit.

Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).

Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.

Alan David Henderson

Director and Financial Planner

Alan is a Certified Financial Planner and member of the Financial Planning Association. He has provided financial advice for over 30 years. Prior to establishing his own practice in 2003, he worked with Deloitte Financial Services.

Alan David Henderson is an authorised representative (242155) of Shartru Wealth Management Pty Ltd (AFSL 422409).

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