SMSF Scholars

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SMSF Scholars is your premium SMSF advisory service. With expertise across SMSF investment advice, Accounting & Audit, we help you maximise your SMSF outcomes.

Who we help

We are specialist advisers to existing or aspiring SMSF owners. We provide expert advice on everything from new fund establishment to ongoing management. All expert advisers are under the one roof for your convenience and cost effectiveness. Our SMSF advisory services include:

  • SMSF Establishment
  • Creating an Investment Strategy for your Fund
  • Research, selection and ongoing management of your SMSF Investments
  • Strategic and legislative guidance to ensure you structure your SMSF contributions, accounts and holdings in a manner which maximises your position
  • Ongoing SMSF Accounting & tax requirements
  • Ongoing Compliance and Audit requirements

Most importantly we get to know you and what you are looking to achieve. We then partner with you to focus on these personal goals.

Setting the right foundations

We start by providing a holistic advice document tailored to your needs, including:

  • A detailed review of your current situation, opportunities and risks
  • Assistance in developing your personal financial and lifestyle goals
  • Recommendations of the most effective steps to get you from where you are now to where you want to be

This stage provides the foundations for your SMSF goals and is crucial to ensuring you are in the best position to maximise your long term results.

Implementation

Your advisers will provide their expert guidance to implement a range of recommended strategies, and quality global investments which are pre agreed with you. By having our team monitoring the progress during this process we will be able to ensure that all strategies are implemented in an effective manner, without needing you to chase up providers.

Our professional support in this phase ensures the common error of being shown what you should do, but not implementing it, does not negatively impact your financial future.

Ongoing Support

Your circumstances & advice needs, as well as legislation & investment markets, will regularly change. For this reason it is a great idea to check in with your adviser regularly. Through your regular reviews and access to your personal adviser you are provided with peace of mind that the strategies remain appropriate for your position.

The suite of ongoing services provided by our team are the key to your long term success. Our teams ongoing involvement will ensure the fund investments are managed effectively and our Accounting team ensure you meet all compliance and regulatory requirements.

To make an obligation free enquiry about SMSF Scholars,  please click the link for our 15 minute phone meeting on the right hand side of this page.

Phone meeting

Please click below to provide your details for our complimentary 15min phone meeting.

15 minute phone meeting

Are you a baby boomer?

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OzPlan Financial Services Pty Ltd  |  ABN 35 005 391 202
AFSL No. 221235