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Self-managed Superannuation Funds

Self Managed Superannuation Funds are now an integral part of the financial landscape and wealth creation and protection strategies in Australia.

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). The law requires that this is done correctly as the penalties further down the line with an incorrectly established fund can be substantial. We will assist you in establishing the fund, obtaining a trust deed and all the regulatory documentation required for the fund administration.

Once established, our financial advisory division, Broadwater Capital will assist with establishing an investment strategy, fund rollovers, establishing of bank accounts and all matters to ensure the transition is as smooth as possible for you!!

At the Broadwater Group we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

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