SMSF Advisory Services | Self-Managed Superannuation Fund (SMSF) Melbourne

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SMSF Advisory Services Self-Managed
Superannuation Fund (SMSF) Melbourne
www.sfadvisory.com.au
61 3 9798 6622
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A Self-Managed Superannuation Fund (SMSF) is a
privatised superannuation trust structure that
allows members to provide and further manage
financial remuneration in retirement. This option
allows for greater tax planning flexibility,
which would not usually be achievable with
industry superannuation funds.
Our experienced advisers are able to help you
weigh up the advantages and disadvantages of
running a SMSF and determine if this set up would
be right for you. To ensure that our clients are
able to efficiently utilise their opportunities,
we provide continual management and maintenance
of your SMSF. Our SMSF advisory services will
prioritise educating and guiding our clients on
investing through a SMSF based on personal
situations and financial goals.
www.sfadvisory.com.au
61 3 9798 6622
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At SMART Financial Advisory, we understand that
one of the main reasons our clients starting up a
SMSF is due to being able to access a broader
range of investments.

• Shares
• Term Deposits
• Managed Funds
• Property
• Collectibles
• Cryptocurrencies

www.sfadvisory.com.au
61 3 9798 6622
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Our licensed advisers are able to provide
assistance to our clients with

• The Establishment of a SMSF
• Investment Strategy Planning and Advice
• Investment Implementation
• Investment Review and Opportunities

www.sfadvisory.com.au
61 3 9798 6622
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Contact Us
Address Fiveways Business Centre, 7 Keysborough
Close (First Floor), Keysborough, VIC, 3173
Australia
PH 61 3 9798 6622
Email clientservices_at_sfadvisory.com.au
Web www.sfadvisory.com.au
www.sfadvisory.com.au
61 3 9798 6622