Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Principal Financial Adviser
Mari has over 15 years experience in the Financial Services Industry. She has completed a Bachelor of Business, Diploma of Financial Services and Advanced Diploma of Financial Services. Her passion for providing client focused advice allows her to structure tailored made financial plans for individuals, businesses and the self-employed. Her reward is seeing her clients realise their financial and lifestyle goals.
Mari Nguyen is an authorised representative (317240) of Australian Investment & Insurance Group Pty Ltd (AFSL 226405).