Being involved and looking after your future is why you have an SMSF – right?
We partner with BT Panorama and BGL Simple Fund 360 to give you real-time access to all your investments and super information so you can see the whole picture at once, giving you the tools you need to stay compliant and make the best possible decisions. Using the best of technology allows you and us to simplify and streamline SMSF administration, saving you time & money.
We also partner with Merit Wealth so that we can offer you the both of best worlds – SMSF accounting & tax knowledge, and financial planning capacity – fully supported by Merit Wealth’s experience, systems, and processes for us to be fully compliant, and able to offer you fully-considered advice, tailored to you and your plans & goals. We can discuss your superannuation contributions, pensions and much more…
If you are considering an SMSF, we can help you decide if that is the right option for you.
No-one likes to think about death, especially their own. But making the time now to determine what should happen later will save your family heartache and hardship. Making a Will is an important part of estate planning, and we can work with you and your lawyer to ensure everything is carefully considered and will work the way you intend. If you don’t have a lawyer yet, we can make recommendations for you.
Do you know which assets your Will can cover, and which may not even be part of your Estate? Assets such as superannuation, your business, and your home, may not form part of your Estate to be directed by your Will, and may go directly to specific beneficiaries. You need to be aware so you can plan with this in mind, which is why a comprehensive Estate Plan is so important, and is so much more than just a Will.
And later… much, much later, when your Will is activated, we can assist your executor & family with your business and financial affairs to help ease a difficult time.
The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
Consider if you had an accident or suffered an illness that prevented you from handling your own affairs for a while… what would happen? Who would keep things running for you? And where would they find all the information they need?
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials. It also assists the Estate Planning process as everything is included in the one place, ensuring nothing important is missed. Your family will thank you for making the time to do it.