SMSF STRATEGY

Advanced Strategies are our Specialty

Talk to our advisers who can guide you through strategies including borrowing through super, recontribution strategies and Estate Planning in super. 

We Can Help You Maximise
Your SMSF Potential

Too often we find trustees of SMSF’s are not maximising their potential.

Fund’s 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 an Australian Financial Services Licensee (AFSL no. 489820) and if you need additional financial advice that can only be provided under Financial Services Legislation, we are able to assist. Many accountants are not licensed to provide this advice.  As a one stop shop you can have all SMSF advice delivered in the one financial services house.

 

Strategy Is Everything

Expect us to be offering strategic advice. We complement your investment decisions with professional advice specific to your needs. Whilst you build your assets in super, we will provide you with the appropriate advice that will save you costs and tax. Our strategic advice is what sets us apart.

SMSF Formation

SMSF Administration

SMSF Strategy

get in touch

To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.