SMSF Strategy Specialists

The strength of the ongoing relationships we have with our SMSF clients is testament to our success. Our extensive client list is made up of successful senior executives or business owners with whom we have worked on an ongoing basis to meet their SMSF compliance, investing and training needs. They prefer to work with our highly qualified and experienced Quantum SMSF Strategy Advisors.

Our SMSF Strategy Service

At Quantum we understand an 'off the shelf' SMSF solution won't suit all our clients. We have created a new breed of SMSF solution which makes it easier to establish and manage your own super fund. Each SMSF client comes to us with specific needs and requirements. In each case we solved their needs with a detailed SMSF strategy solution that was specifically tailored to their individual circumstances. Quantum’s tailored SMSF service involves a qualified advisor with extensive industry experience initially determining whether an SMSF is suitable for you. If a SMSF is suitable for you, your advisor will step you through the complex process for establishing your SMSF.

Key SMSF issues you should consider

Your fund should be set up and managed correctly to ensure the following strategies are available:

• Is your fund optimised for recent changes to transitioning to retirement?
• Does your current trust deed allow reserving strategies?
• Does your trust deed allow advanced pension strategies?
• Does your trust deed allow you to borrow to invest in property?
• Does your current trust deed allow estate planning strategies?
• Have you considered insurance or self insurance within your SMSF?
• Does your SMSF meet all its ongoing legal and compliance requirements?

Beware the pitfalls

Much of the current debate on SMSF issues centres on the ability of investors to comply with complex, onerous and changing superannuation legislation.

At Quantum we recognise that it is easy for some investors to get it wrong. SMSFs are often called 'Do It Yourself Funds' but for those without the DIY skills and expertise, it is easy to make mistakes. If this happens be warned, the penalties are very harsh. Luckily, most pitfalls are preventable. Quantum Advisors provide their SMSF clients with expert solutions to help you avoid the many SMSF pitfalls.

We are SMSF Strategy Specialists

If the above sounds unusual coming from a SMSF strategy specialists, perhaps you should talk to us. We really are different. Call us today on (02) 9440 8084 or email us.