Blueprint Planning
Self Managed Super Funds

Blueprint Planning is an award-winning financial planning firm, specialising in self managed super fund strategies and advice for clients.

We provide industry leading expertise in all areas of SMSF financial advice, including SMSF establishment and review, SMSF borrowing strategies, pension strategies, transition to retirement strategies and estate planning. Our advice is research based and specifically tailored for each client.

3 Reasons why you should engage Blueprint Planning to manage your self managed super fund advice needs:

1) We are specialists in self managed super funds. Directors David Powell and David Baruffi, are both Trusted SPAA SMSF Specialist Advisors™. Their experience and technical expertise – not only in SMSFs but across the financial planning sector - puts Blueprint Planning at the forefront of this rapidly growing market.

2) We have 15 years experience in providing specialist self managed super fund advice. Our loyal client base is testament to this. Click here to read testimonials from some of our Self Managed Super Funds Perth clients.

3) We have established strong partnerships with other associated specialists, including lawyers, accountants, SMSF administrators and mortgage brokers. Combined with our experience and technical expertise this gives us the ability to manage all of your SMSF requirements.

Click here to find out more about our Self Managed Super Funds Services.

Why Self Managed Super Funds?

Self Managed Super Funds (SMSFs) have become a powerful wealth creation tool enabling Australians to maximise their assets and income in retirement. As at 30 June 2009, there were in excess of 772,299 Self Managed Super Funds holding $326.41 billion* in assets including cash, shares, managed funds, property trusts, commercial and residential property.

Research and experience tells us that Self Managed Super Fund investors are looking for more control, a wider range of investment choices and tax effectiveness. Greater control means more responsibility and we know from experience that Self Managed Super Fund investors do not want the responsibility of managing their fund alone.

Self Managed Super Funds Perth Specialists

Blueprint Planning is one of the leading Perth Self Managed Super Funds specialists. We have offices in South Perth, Mandurah and Albany. We also service clients from Kalgoorlie, Esperance and throughout Western Australia.

For more information on our Self Managed Super Funds Perth and Western Australia services, simply call (+618)94230300 to speak with one of our Directors or complete our enquiry form.

* ATO Self Managed super fund statistical report - June 2009

This website contains general information only.  It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.