Self Managed Super

Setting up a Self Managed Superannuation Fund (SMSF) may seem straightforward, but there is much to consider:

  • Is an SMSF really suitable for you?
  • Structure selection - individual vs corporate trustee
  • Meeting ATO requirements
  • Trustee and member obligations
  • Completing your annual return
  • Strategy optimisation
  • Developing an investment strategy
  • Limited resource borrowings - buying property inside your SMSF
  • Instalment warrants
  • Shares vs managed funds vs direct investments
  • Tax effectiveness and appropriate strategies
  • Cost minimisation
  • Annual auditing
  • Compliance and risk management
  • Estate planning and insurance

WCG has the staff, experience and wisdom to deliver the quality and trusted service you need to protect your future.

Contact us for more information.

 

Our Services

Testimonial

"WCG were recommended to us by some friends. They were there to help when we first set up our company. They advised us on the best structure for asset protection and created a debt reduction and long term investment strategy that has enabled us to be profitable today." 

 

"We have done more for our business after meeting with you, than we have done in the past 5 years" 

 

"Thanks for helping me understand our employer superannuation obligations and setting up our company super fund. Your advice has been so helpful" 


The Wealth Creation Group and its Financial Advisers are Authorised Representatives of WCG Financial Solutions Limited, Australian Financial Services Licensee 481610, Registered Office at 351 Moorabool Street, Geelong VIC 3220.
Disclaimer: The information contained in this website is of a general nature and has been sourced on good faith as such it should not be construed as personal advice. Whilst the writer has adopted care, diligence and competence, the information has not been prepared taking into account any particular investment objectives, financial situation or particular needs. The Wealth Creation Group and WCG Financial Solutions Pty Limited accept no responsibility for any content contained in external links on other company websites or externally sourced information.