There are significant advantages in having a SMSF — greater choice over where your money is invested, flexibility within the fund to tailor your investments to meet individual needs, transparency of both investments and fees and the option to employ tax strategies to grow your funds. Having this level of control of your future is reassuring to many, but with this control comes certain responsibilities.
As a SMSF trustee, you need to manage your investment decisions and comply with a range of administrative obligations in a strictly regulated environment that will most likely be subject to change over the life of the fund. Engaging the right professionals to help you navigate this complex and regulated environment is critical to the success of your SMSF.
EFC Financial Services Pty Ltd was established to specifically advise on SMSFs. It has an established and successful track record of growing our clients’ wealth within their SMSF. EFC Financial Services Pty Ltd is an authorized representative of GWM Adviser Services Pty Ltd which is licensed with ASIC (AFSL Licence No. 230692). This means we are one of a select group of accountants who can provide a complete service to your SMSF, or to those wanting to establish a SMSF.
We’re committed to helping you grow your investments. Our specialist SMSF advisory service includes:
- SMSF establishment and administration
- assistance with rollover from other funds
- insurance reviews
- estate planning
- borrowing and reserving strategies
- tax advice and service and audit assistance
- transition to retirement advice and retirement strategy planning
- pension advice and establishment
- SMSF growth strategies
- binding death benefit nominations