SMSF Advice

smsf options adviceSetting up and running a SMSF is just the beginning. Unlocking its true potential via a specialist SMSF adviser is the next step in your retirement plan.

At SMSF Options our aim is to educate and support you through your fund’s entire life cycle so the benefits of running your SMSF are maximized. Weather via strategic SMSF strategies or supporting you though an ATO audit, we are here to help.

Our advice and consulting services include:

+ Telephone support
+ Strategic tax planning and retirement strategies
+ Estate planning
+ Cost benefit analysis of commencing and transition to retirement income stream or account based pension
+ Limited Recourse Borrowing Arrangement (LRBA) review setup and consultation
+ Re-contribution strategies
+ Technical consultation and advice
+ Contravention rectification strategies
+ Trust deed reviews and update if required
+ Education and training

Not listed above? Call us for assistance