Self-Managed Super Fund (SMSF) is a popular option for those who want more control over their retirement savings. However, managing an Self-Managed Super Fund requires a significant amount of time, knowledge and experience in compliance and investment strategies. At Gretel Financial, Gretel offer’s comprehensive Self-Managed Super Fund advice to clients who are interested in establishing, maintaining or winding up their Self-Managed Super Fund.
When it comes to SMSF advice, Gretel understands that one size does not fit all. Therefore, she take the time to understand your personal situation, financial goals and risk appetite before recommending any SMSF strategies. Her Self-Managed Super Fund advice covers everything from setting up the fund, selecting the right investment strategy, managing compliance and ensuring you meet all legal and regulatory requirements.
Gretel’s SMSF advice service covers a range of aspects such as:
Trustee obligations, investment strategies, tax planning, estate planning and retirement income streams.
Gretel understands that managing a Self-Managed Super Fund can be complex and time-consuming, which is why Gretel offers professional ongoing support to ensure that your Self-Managed Super Fund is always on track. Gretel also provides regular reviews and analysis of your Self-Managed Super Fund to ensure that it is aligned with your financial goals and investment objectives.
At Gretel Financial, Gretel aims to help you achieve your financial goals and ensure that your Self-Managed Super Fund is aligned with your long-term objectives.
Thank you for your interest! I am fully booked until the new financial year but very much look forward to working with new clients. Please submit your details and I’ll reach out as soon as openings become available. I appreciate your interest and am excited to speak soon!