Advising Self-Managed Superannuation Funds
Our clients include individuals and families who have been in control of private businesses, public companies or large charitable organisations and, to maintain control over their retirement savings, they choose to place some of these savings in a self-managed superannuation fund (SMSF).
An SMSF can offer greater control over investment decisions, lower costs and a wider range of investment opportunities than a public offer superannuation fund.
We draw upon our experience and specialised qualifications in providing expert advice to SMSF trustees on:
establishing the SMSF strategic asset allocation to achieve long term investment gains
diversifying the SMSF portfolio to achieve your risk return objectives
monitoring portfolio performance and investment strategy
portfolio changes or adjustments to maintain performance or respond to changes in strategy
appropriate and economic life insurance for members, as required.
Note that Garnaut Private Wealth does not give advice to clients looking to establish a self-managed superannuation fund. We do have a referral service to qualified and experienced accountants and lawyers who can advise on the legal and accounting aspects of the SMSF. This includes the suitability of an SMSF, the costs and administrative effort involved, the responsibilities of SMSF trustees and the annual cycle of returns to the ATO and other compliance procedures.
“We offer a wide range of investments, so an SMSF trustee can choose a portfolio which is diversified to meet the investment strategy of the fund.”
Matthew Starling - Partner