Our SMSF Gearing, Strategies and Advice Services

Specialist SMSF Gearing Advice

We are specialists in SMSF gearing, strategies and advice. Our SMSF gearing service provides clients with the most current and effective superannuation strategies to maximise investment returns, minimise tax and ensure you have a strong foundation to achieve your retirement goals.

Our services include the establishment/review of your SMSF, advice on the overall strategy for the fund, development of the investment strategy, borrowing strategies, estate planning, retirement income streams and implications of regulatory and tax rule changes.

We have offices in South Perth, Mandurah and Albany. We also service clients from Kalgoorlie, Esperance and throughout Western Australia.

Click here to contact us to find out more about our SMSF gearing Perth services.

SMSF Gearing Perth Specialists – Strong Partnerships

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. We believe this gives us one of the strongest SMSF service offerings in Australia.

Other aspects of our SMSF services include:

Advice on the suitability of a Self Managed Super Fund
Advice on the procedures to establish a fund
Advice regarding the appropriateness of the strategy to your fund;
Advice regarding any relevant investment strategy considerations for your fund;
Outlining the risks and considerations resulting from these recommendations;
Advice on the appropriateness of a borrowing strategy and the repayment of the loan;
Outlining the Estate Planning considerations
Outlining alternative strategies to you as appropriate.
Calculating the appropriate type and level of risk insurance
Discussing issues to be included in fund trust deed
Advice on the annual regulatory and tax requirements for a fund
Organising rollovers to the fund
Advice on the superannuation investment rules
Advice on type of retirement income stream the fund can pay
Advice on fund compliance requirements
Arranging update of the trust deed when required

Family Super Funds

If you already have a SMSF in place or even if you are establishing a new SMSF, you may want to consider how you can turbo charge your SMSF fund into a Family Super Fund. Family Super Funds are one of the most powerful wealth management tools available, designed to look after the needs of your family as well future generations. Not only do they allow the aggregation and investment of a family’s superannuation benefits, but they provide a pool of assets to look after family members including children, at the time of their accident, sickness, permanent disability, death, pre-retirement and retirement. Family Super Funds also allow you to consider how you might pass down the benefits of the fund to your family by way of estate planning. To do this you will need to ensure you have continuous documentation for the fund including an SMSF will.

Blueprint Planning can provide you with the specialist advice that you will need to set up a Family Super Fund as well as advise you on SMSF gearing strategies within the fund.

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