At MAGAC Financial Planning, we understand that managing your superannuation is crucial for securing a comfortable retirement. Our SMSF services are designed to provide you with the flexibility and control you desire, supported by our extensive knowledge and experience in superannuation management.
Self-Managed Superannuation Funds (SMSFs) offer unique advantages for individuals seeking greater control over their retirement savings:
Control: You have direct control over investment decisions, allowing for tailored strategies aligned with your retirement goals.
Flexibility: Choose from a wide range of investment options, including direct shares, property, and managed funds, tailored to your risk tolerance and financial objectives.
Tax Efficiency: Utilise strategic tax planning to maximise benefits and minimise tax liabilities.
Our SMSF Services
SMSF Establishment: Guidance and assistance in setting up your SMSF, ensuring compliance with regulatory requirements and establishment of trust structures.
Investment Strategy: Development of a personalised investment strategy aligned with your risk profile and retirement goals, incorporating diversified investment options.
Strategic Advice: Expert advice on contribution strategies, pension planning, estate planning considerations within your SMSF structure, and ongoing adjustments to optimise outcomes.
Why Choose Us?
Our team includes certified financial planners with specialised knowledge in SMSF regulations and strategies. We understand that each client’s SMSF needs are unique. We tailor our services to your specific goals and financial circumstances ensuring peace of mind knowing your SMSF is compliant with all regulatory requirements, managed efficiently and effectively.