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
  • 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