ENQUIRE WITH US TODAY!

Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

SMSF

Expert Advice on Self Managed Superannuation Funds in Mackay

Superannuation will perhaps be your biggest asset for retirement; and if you’re managing your own super fund every decision can have a large impact. That’s why it is important you get expert self managed super fund advice to help you maximise your investment returns whilst minimising fees and tax. If you’re interested in setting up a SMSF in Mackay or running a self managed super fund in Mackay, Enlightened Financial Solutions can provide the advice and support you need to achieve your retirement goals. Our experienced SMSF specialist advisor team has over 20 years of experience developing successful SMSF solutions and SMSF strategies in Mackay. We can even assist with SMSF investment strategies and SMSF solutions for clients who are interstate. From SMSF setup in Mackay to devising a strong strategy for self managed super funds in Mackay, we’re here to help.

SMSF Strategies in Mackay to Help You Maximise Your Investment

One of the biggest challenges in retirement is putting a tailored plan into place for your future activities and investments, and the right self managed super fund advice can be particularly invaluable if you’re managing your own fund. With EFS, your SMSF specialist advisor can help you to make sound decisions and develop an effective investment strategy for your SMSF in Mackay. We can assist with SMSF setup for Mackay and interstate clients, help you develop an investment strategy for a SMSF in Mackay and review the strategy for your self managed superannuation fund in Mackay.

We Can Develop and Review Your SMSF Investment Strategy in Mackay

The trustees of a SMSF are responsible for running the fund and acting in the best interests of its members. One of the most important roles is to manage the SMSF investment strategies and to consider:

  • diversification (investing in a range of assets and asset classes)
  • the risk and likely return from investments to maximise member returns
  • the liquidity of fund’s assets (how easily they can be converted to cash to meet fund expenses)
  • the fund’s ability to pay benefits when members retire and other costs the fund incurs
  • the members’ needs and circumstances (for example, their age and retirement needs).

Your SMSF specialist in Mackay will review your trust deed to make sure it is up to date with the current legislation and provide a compliant investment strategy review each year for the fund (as required by law). Such a review will give you peace of mind, knowing that your SMSF complies with the relevant requirements.

For your complimentary appointment regarding setting up a SMSF in Mackay or running a self managed super fund in Mackay or elsewhere, contact the Enlightened Financial Solutions team. With a SMSF specialist in Mackay by your side, you can protect and grow what you’ve worked so hard for.

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...