Areas of Focus

Asset Protection
  • Establishing correct structures for ultimate asset protection (Family Home, Businesses, Investments)
  • Maintaining ongoing compliance of Asset Protection structures and keeping up to date with changes in legislation
Protective Estate Planning
  • Wills
  • SMSF Wills with Death Benefits Trust
  • Enduring Powers of Attorneys (EPOAs)
  • Advanced Health Directives
  • Binding Death Benefit Nominations (BDBNs)
  • Testamentary Trusts
Wealth Preservation and Creation
  • Leading Member Multi-Generational Family SMSF Establishment
  • SMSF Investment Strategy and Portfolio Creation
  • SMSF Investment Portfolio Management
  • SMSF Compliance & Auditing
  • Strategic SMSF Contribution Planning
  • Personal Investment Strategy and Portfolio Creation
  • Personal Investment Portfolio Management
  • Investment Education
  • Strategic Tax Accounting
  • Tax Effective Strategies 
  • Wealth Creation Structure Establishment
  • Maintaining ongoing compliance of Wealth Creation structures and keeping up to date with changes in legislation
  • Lending & Finance (Business, Personal, Investments)
  • Business Advice
  • Business Exit Planning
Succession Planning
  • Family
  • Business
  • Intergenerational Wealth Transfer
  • Family Advisory Boards
Protection Planning
  • Family insurance cover
  • Business insurance cover
  • Buy Sell Agreements
SMSF Wealth works with its team of strategic partners to provide the services listed above

To find out where your Family Wealth is exposed and how much Value that we can add to your current situation then complete your
Complimentary SMSF Wealth Assessment today

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Financial services are provided by SMSF Wealth Pty Ltd ABN 57 663 011 309 which is a Corporate Authorised Representative 1304606 of SMSF Wealth Licensing Pty Ltd ABN 93 663 532 312 AFSL 547749

Financial Services Guide

Disclaimer: The information and any advice contained on this website is general in nature and does not take into account the objectives, financial situation or needs of any particular person. You need to consider whether the information is appropriate to your needs, and where appropriate, arrange an appointment to seek professional financial advice from a financial adviser prior to acting on this information.

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