SERVICES
Take control of your super.
Managing your super using a Self-Managed Super Fund (SMSF) can really give you control over your long-term wealth accumulation. It also requires a significant amount of commitment and responsibility. If you feel ready to take more control over your super, but are a little concerned about the fine print, we can help.
First, we’ll help you determine if an SMSF is really your best option. If so, we can create a holistic strategy to ensure your super is headed in the right direction while meeting all the compliance requirements set by the ATO.
Specific areas of advice regarding SMSF’s are:
OUR PROCESS
This is How We Work
Before we give you any advice, we prefer to look at your overall situation with a wider lens. This ensures our recommendations are in your best interest and allows us to focus on what is important to you.
Below is a quick review of what it’s like to work with Luck Financial Group.