At Annex Wealth, our dedicated team of financial advisors provide tailored advice on Self-Managed Super Funds (SMSFs). Managing your own super can be complex, with frequent changes in superannuation and tax laws, record-keeping requirements and the need to devise your own investment strategy. Our team of advisors are here to help, offering expert guidance to help you decide whether an SMSF is right for you and to facilitate the set-up and compliance of your SMSF.
We’ll aim to maximise your tax benefits and retirement outcomes, based on your goals and risk tolerance. Whether you’re looking to consolidate or roll over funds into your SMSF, our recommendations are tailored to you and your unique goals.
Understanding the advantages of a SMSF can help you decide whether it is right for you. Some key benefits include:
Take charge of your financial future with a personalised SMSF advice today.
