Self-Managed Superannuation

Goal-Oriented Retirement Planning

Our SMSF Specialist AdvisorsTM will help you take control of your retirement so you can maximise your cash flow for the rest of your life. With our expert technical experience and prudent investment advice, we proactively manage your SMSF to plan for the retirement you deserve.

Is a Self Managed Super Fund Right for Me?

If you want greater control over your retirement planning and cash flow, a self managed super fund may be the answer. A SMSF provides a tax-effective structure for your retirement investments. It can be a favourable way for executives and leaders with a high-net-worth to manage their retirement funds.

Benefits of a SMSF

To grow and protect your wealth, a SMSF has many key benefits, including:

  • Control
  • Flexibility
  • Tax effectiveness
  • Estate planning potential
  • Asset ownership
  • Asset protection

Expert SMSF Advice

Finding the right team to help with your retirement planning is one of the most important decisions you will make as an SMSF trustee. At Platinum Strategies, we have the technical expertise and specialist capabilities to guide you through the complexities of managing your self managed superannuation fund.

Managing Your Self Managed Super Fund

Our expert advisors are here to help you navigate the complex requirements of structuring and running your self managed superannuation fund.

We will work with you to build superannuation investments that focus on your wants, needs and retirement goals. Our SMSF investment services include:

  • Asset allocation
  • Strategy
  • Investment selection
  • Implementation
  • Ongoing review

With dedicated and ongoing attention, our SMSF Specialist AdvisorsTM will implement a robust process and prudent investment strategy for your retirement fund.

Download SMSF Brochure

 

Disclaimer
The information on this website pertains to Australian Residents only. Platinum Strategies Pty Ltd is a Corporate Authorised Representative of Millennium Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial Services Licences – Licence Number 244252 – 7/50 Borthwick Avenue, Murarrie Qld 4172. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.

Find out more about our self managed superannuation services.

Contact Us