Considering a Self Managed Superannuation Fund (SMSF)?

In Australia, there are over 1 million people who have made the step to control their own super and setup their own Self Managed Superannuation fund (SMSF). The Self-Managed Super option is no flash in the pan; the sector now represents a combined asset value in excess of $550 billion.

The reasons for this are numerous, but we find control is the number one driver; control over investment decisions; control over asset allocation; control over fees and control over assets.

Australians wanting to take advantage of tax strategies that are not available in retail funds is also a major factor for setting up an SMSF.


Advice Services

Many of our clients choose to invest their superannuation in a self-managed super fund (SMSF). The benefits of self-managed super for those with substantial amounts to invest are manifold. Most importantly, it gives control of your investments to you rather than a fund manager. 

With help people manage their SMSF, we can analyse and inform you on all things Superannuation.
•    SMSF services we can offer in isolation or in a package arrangement are:
•    Superannuation consolidation
•    Insurance inside your SMSF
•    SMSF Financial & Investment advice
•    SMSF property purchase facilitation

Independent Advice

You can rest assured that when you come to Apex Wealth Advisors for Self-Managed Superannuation advice, we are acting in your best interests. We do not recommend any products or insurances that are conflicted by institutional or bank/insurance company ownership.

When do SMSF make sense?

If you have $200,000 or more invested in superannuation, you should consider a self-managed super fund.  "Do it yourself superannuation" gives you great control over investments and a number of tax-effective opportunities that you simply don't get from an established fund.

However, self-managed superannuation is a complicated thing to set up and maintain. It's essential to get advice from an established expert in the self managed super funds field. Apex Wealth Advisors

Using Apex Wealth Advisors Financial Advisers as your Self Managed Super Funds advisor means that as well as our expert, independent advice on your Self Managed Super Funds investment strategy, you enjoy a complete administration and compliance service, so you can leave the paperwork to us. And through Apex Wealth Advisors, we'll ensure your Self Managed Super Funds is set up to maximise the available tax benefits.

Personal Superannuation Advice

If an Self Managed Super Funds is not yet the right solution for you, we can give you expert advice on choosing the most appropriate Australian superannuation fund, based on solid independent research and a deep understanding of current superannuation rules.  Our specialist superannuation team constantly reviews super changes. Whether you're retired, nearing retirement, in the prime of your career or just starting out, we'll help you find a superannuation product and a super investment strategy that suits your circumstances and gets you the maximum tax benefits.