Advanced strategies are our specialty

Talk to our advisers who can guide you through an SMSF strategy including borrowing through super, re-contribution strategies and Estate Planning in super. 

We can help you maximise your SMSF potential

We often find trustees of SMSFs are not maximising their potential. In many instances, funds can become lazy and not applied to their most efficient use.

Shakespeare Financial Services Pty Ltd is an Authorised Representative of SFS Licence Pty Ltd and is an Australian Financial Services Licensee (AFSL no. 489820). Therefore, if you need additional financial advice required under Financial Services Legislation, we can assist. 

Please note that many accountants are not licensed to provide this advice. Shakespeare Total Financial Solutions is a one-stop shop where you can have all SMSF advice delivered by one professional organisation.

Strategy is everything

We complement your investment decisions with professional advice specific to your needs. While you build your assets in super, we will provide expert advice to save you costs and tax money. Our strategic financial advice is what sets us apart.

SMSF Strategy