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Self Managed Superannuation

Our advisers will go through the pros and cons and help you decide if an SMSF is right for you. An SMSF can be a great strategy upon retirement for all the members within the trust.

Self Managed Superannuation

Many people choose to take control of their retirement strategy through a self-managed super fund (SMSF). An SMSF allows you to control your investment strategy and choose specific assets to build it. 

At Astonia Private Wealth, we can assist  you in understanding self-managed superannuation with dedicated superannuation advice and guidance to build wealth.  

What is a Self Managed superannuation fund?

Self Managed super funds are trust structures founded and funded by members to provide benefits upon retirement. Every member is a trustee of the fund and can therefore enjoy more control over the choice of investments and the selection of assets.  

An SMSF trust can use different trustee structures: Corporate trustee, where each member is a director, and individual trustee. The trust is in charge of investment administration and wealth management.  Astonia Private Wealth offers a selection of helpful holistic financial planning services to introduce superannuation strategies. We provide superannuation advice to help you prepare for retirement and manage your assets. 

How Astonia Private wealth can help SMSF trustees.

A trustee of a Self Managed superannuation fund is responsible for investment decisions and investment strategy. SMSF trustees work with a firm to provide professional advice, including: 

  • Investment strategies
  • Wealth protection advice
  • Tax strategies

We are committed to delivering transparent financial advice that meets the needs of the trust to support each member through strategic wealth management and investment planning.  

Call us at (02) 9136 2487 to book your first appointment to discuss your SMSF needs. 

Enjoy your lifestyle today while you keep an eye on the future.

Contact us for a professional finance consultation

Astonia Private Wealth is a Sydney based financial advisory firm, with clients all over the country. 

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General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer: Whilst Astonia Private Wealth is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Astonia Private Wealth or GPS Wealth Ltd or any officer, agent or employee of Astonia Private Wealth or GPS Wealth Ltd.