Already have an SMSF?
Do you already have your own self managed super fund. You might have set one up yourself or had help from an accountant or financial planner.
Despite the best of intentions it’s not unusual to find yourself at sea or out of your depth. The SMSF rules aren’t always simple or easy to understand.
Also not all professional advisers have the skill sets or the inclination to advise you on SMSFs. Many are too busy, not interested or plain don’t know how.
If you want to review your SMSF or merely want to talk about something you’re not quite sure about give us a call. We can provide technical advice or assist in getting your fund back on track and give you some advice on how to keep it there.
Also there’s likely to be some strategies you may not know about that might be useful.
We can set you straight by making sure:
- your Trust Deed, tax returns, audits and other documentation is up to date;
- your fund is compliant; and
- you’re not paying too much in fees.
Running an SMSF doesn’t have to be hard. If you would like to get the most from your SMSF ring David Allen at CRC Financial Services on 6278 1199 or email him at david@crcfs.com.au.
Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee
Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.