SMSF Strategy & Advice

We offer advice to help you with your self-managed superfund (SMSF) strategy whether you’re a retiree who is self-funded, a business owner looking to maximise assets within super or an individual wanting to take control of your own superannuation investments.

We follow a hands-on approach towards strategic SMSF planning, helping you with the following:

  • Understanding the value of setting up an SMSF
  • Setting up and structuring an SMSF
  • Bringing existing assets into an SMSF
  • Maximising returns through strategic investments
  • Best investments for your SMSF
  • Identifying the best tax outcomes by utilizing an SMSF
  • Managing changes to personal circumstances such as a marriage breakdown
  • Compliance and administrative needs for your SMSF
  • Best ways to utilise an SMSF in retirement

Trident Financial Group is dedicated to helping you structure the most suitable SMSF strategy for your particular needs. We can also assist with protection of existing assets and estate planning based on changes to your lifestyle.

SMSF Setup and Structuring

SMSF Setup and Structuring

Is an SMSF a clever decision or is it better to stay with your existing super fund?

Bringing Money into Super

Bringing Money into Super

Moving assets into your SMSF requires precise timing and planning.

Maximising Opportunities Within The Fund

Maximising Opportunities Within The Fund

It’s easy to make the mistake of setting up an SMSF and not utilizing it to its fullest potential, hence resulting in lost opportunities.

SMSF Compliance And Administration

SMSF Compliance And Administration

Given the constant changes in the Superannuation landscape, in order to ensure that your SMSF is compliant at all times, you need a team of experts who comprehensively understand the legislative and regulatory rules that surrounds the operation of a SMSF.

Taking Money Out Of Super

Taking Money Out Of Super

Stringent rules apply when it comes to withdrawing funds from your SMSF.