Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Director / Practice principal
I have been involved with Financial Services since I my teenage years, I have helped families in the U.K, Ireland and Australia to make the most of what they have. I love knowing that what I am doing is making a difference in people's lives and always go the extra mile to make sure that my clients are in the best position possible, I also love solving problems and thinking out of the ordinary to come up with great solutions.
Jason Hanley is an authorised representative (465932) of Synchronised Business Services Pty Ltd (AFSL 465933).