Self Managed Superannuation Funds

Have you considered your choice of Superannuation Fund?

In terms of superannuation you have the option to use a retail or industry superannuation fund or, alternatively, a self-managed superannuation fund.

Our financial planning partners Apt Wealth Partners will review your financial situation and determine the best superannuation option for you.

If a Self-managed superannuation fund is right for you, we will help you set up your own self-managed superannuation fund under a structure that is right for you.

We complete your annual compliance requirements and assist with fund audit compliance, keeping you informed every step of the way.

Where additional financial planning and investment advice is required for your fund then this will be provided by Apt Wealth Partners Pty Ltd.