SELF MANAGED SUPER FUNDS

Self Managed Superannuation Funds (SMSF's) are not for everyone. At Scott Wealth, we can assist in the decision making and advice of (SMSF's), including the need, investment advice and decisions, asset protection (Life, TPD and Income Protection) and estate planning.

Our role with new and ongoing SMSF clients sits with education, trustee obligations and ensuring Member's have a sound investment strategy. Key considerations with SMSF's include;

- What are the potential trustees trying to achieve and is it the best fit?

- Who will the Trustee's and Member's be? 

- What is the SMSF investment strategy and does it align with their goals

- What are the obligations of the Trustee's each year

Before  establishing a SMSF, ensure you get qualified Financial Advice to better educate and understand the requirements

Want to get started?

Book your complimentary financial planning session

"To work as your financial partner, inspiring you to healthier financial outcomes and leading you to a more fulfilling lifestyle"

Site

Contact

phone.png

Scott Wealth Pty Ltd is a Corporate Authorised Representative of Madison Financial Group Pty Ltd AFSL 246679 ABN  80 617 918 868

Copyright © Scott Wealth 2020, All Rights Reserved

  • Facebook - White Circle
  • YouTube - White Circle