SELF MANAGED SUPER FUNDS
A Self-Managed Super Fund (SMSF) is designed for individuals seeking greater control and flexibility over their retirement savings, providing a personalised and hands-on approach to managing wealth for a secure and tailored financial future
Self Managed Super Funds is best suited to:
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Individuals seeking greater control over their retirement savings
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Those with a strong desire for hands-on management of their investments
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Those wanting to leverage direct property investments within their superannuation
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Business owners looking to align their superannuation strategy with their business goals
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Investors interested in a diverse range of investment options beyond traditional funds
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Individuals wanting flexibility in estate planning and passing on wealth to beneficiaries
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High-net-worth individuals looking for more customised and sophisticated investment strategies
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Individuals seeking to optimise tax strategies and minimise tax liabilities
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Those with a long-term perspective on wealth creation and retirement planning
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YOUR FINANCIAL PLAN INCLUDES:
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DETAILED AND COMPREHENSIVE INVESTMENT STRATEGY: A portfolio will be recommended based on the objectives of the trustees, free from bias between shares and property
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​SHARE AND MANAGED INVESTMENT RECOMMENDATIONS AND ADVICE: Our accreditation and specialisation allow for advice surrounding direct share investments and managed funds
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RESIDENTIAL PROPERTY ACQUISITION: Cash flow and appropriateness analysis. Strategic approach and implementation
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COMMERCIAL PROPERTY ACQUISITION: Cash flow and appropriateness analysis. Strategic approach and implementation
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INSURANCE RECCOMENDATIONS: Personalised wealth protection plans developed for members of SMSFs
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OPTIMISED SUPERANNUATION STRATEGY: Receive recommendations to optimise your super, your contributions, and investments ensuring a robust retirement savings plan
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ESTATE PLANNING: Guiding you through the essential components to be addressed. We equip you with the knowledge needed to make informed decisions regarding the protection and distribution of your asset
ONGOING PARTNERSHIP:
Our Ongoing Partnership is crafted to cater specifically to the needs of Self-Managed Superannuation Fund (SMSF) clients, ensuring meticulous attention to your unique financial situation and goals.​ It also includes a range of ongoing services to ensure your financial well-being:
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ANNUAL REVIEW: Meet atleast once annually to ensure your financial plan remains relevant.
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DEDICATED ADVISER SUPPORT: Access practical money coaching and advice via phone or email.
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PORTFOLIO MANAGEMENT: Continuous monitoring and adjustments to your investments.
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ADMINISTRATIVE SERVICE: Assistance with financial affairs and liaison with other professionals.
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INSURANCE SUPPORT: Help with insurance matters, including underwriting and claims.
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EDUCATION: Receive periodic economic and financial updates through various channels.
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WEALTH PORTAL ACCESS: Exclusive access to our user-friendly tool for managing your finances in real-time.
Wealth Collab is a Fee for Service practice, so you will always know the exact cost before proceeding with any of our programs.
1. Let's Get Started!
Engagement Fee $550 (incl. GST)
Paid upfront so we can begin work.
Covers onboarding, data gathering and initial analysis.
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Plan Fee $3,300 standard / $4,400 complex (incl. GST)
Charged only when we present your plan (SoA).
Covers building your plan and getting it live.
Accounting/legal costs are separate.
Where eligible, may be paid from super.
2. Let's Keep it on Track!
Ongoing Partnership $220 per month (incl. GST)
Begins after implementation is complete (we’ll confirm the date).
We maintain, adjust and action your plan as life changes.
May be tax-deductible and, where allowed, paid from super.
Cancel anytime with 30 days’ notice.
Plan pricing is an indication only, and may vary depending on personal circumstances and level of complexity.
