Prosper Advisory Client
“Prosper Advisory is my ‘go-to’ when it comes to wealth and financial management issues. In such uncertain financial times, I‘ve had the comfort of a team looking after my own financial requirements and needs whilst also keeping me abreast of what I need to know. I have great confidence in recommending Prosper Advisory for financial advice as I know from my own experience the high calibre of service and attention they deliver.”
A successful and prosperous family business is certainly a great launchpad for shaping the lifestyle you want.
But it’s still no guarantee that you’ll have enough to fund your future years after you exit the business and look to enjoy some fruits of your hard work.
“Having enough” means different things to different people.
We make it our job to find out what it means to you – and to help you get there.
Too many Australians are working towards a future of making sacrifices rather than choices.
Even if you’re on track, we can help you get your money working even harder for you by tapping into the many benefits of a self-managed superannuation fund (SMSF).
Why Your Family’s Super?
Self Managed Superannuation Funds (SMSFs) may be an exciting opportunity for you if you’re looking to take greater control of your personal wealth. But they’re not for the faint-hearted. Things can get complicated.
Our highly qualified team of accountants and financial advisors will assist you in:
Assessing whether an SMSF is right for you
Setting up your fund according to your best interests
Managing your fund on a week-to-week, month-to-month, and year-to-year basis
Researching and identifying investment opportunities to grow your fund
Considering opportunities to purchase property or a business premises within the fund
Identifying ways to leverage your small business to increase personal wealth
Minimising the tax you pay
Complying with the legal requirements of your fund
Meeting all tax and audit requirements of your fund for ATO purposes
Ongoing support and regular reviews to keep your fund on track
Where do we start?
First we provide you with 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 for the most effective steps for the investment and growth of your superannuation
This provides the foundations for your SMSF goals and is crucial to ensuring that you’re in the best possible position to maximise your long-term results.
Your advisers will then provide expert guidance on implementing the recommended strategies and will help you access pre-agreed, high-quality global investments.
Benefits of working with Prosper
We’re much more than accountants – like partners on your business journey
We get to understand your business and family – as if it’s our own
Clear, upfront, fixed monthly charges – no surprises or fears about a clock “ticking”
An open and direct communication line to our specialists – for quicker solutions
Our advisers employ cutting edge speciality tools and software – to streamline
processes, boost your results and save you money
Solutions for wealth management, superannuation, and insurance also available – in addition to family business advisory
Who is it for?
Your Family’s Super is best suited for people aged 45+ with:
- A desire to have more control over how you manage and invest your super
- A small business that you’re looking to exit in the years ahead
- An aspirational outlook when it comes to your retirement wealth and lifestyle
- A willingness to take action on well-calculated investment opportunities
- A commitment to implement a retirement plan that minimises tax and provides a great income
Even if you already have a significant portfolio and are extremely successful in your field, it helps to have an independent and experienced adviser to run ideas past.
And, while the focus for most clients is on SMSFs, there are other non-SMSF options with your superannuation.
We can also provide valuable wealth-building advice for people aged 25-45 in our Young Millionaires Club.
Please talk to us if you have aspirations of building personal wealth. We’ll be happy to see if we can help you.
Get in touch with us today
We can also hold meetings via phone or video and in the CBD by appointment.