SMSF trustee advice
Assisting trustees to comply with their administrative, legal and regulatory responsibilities.
Clarity and confidence for SMSF trustees.
We keep you informed of your obligations and help ensure your fund stays compliant, well-managed, and aligned to your long-term investment strategy.
What we do
Managing fund investments
We provide clear investment reporting to help you meet your trustee obligations, keep your asset allocation aligned with your goals, and stay on track with your strategy.
Formulating investment strategy
We help you formulate and regularly review your SMSF investment strategy, considering your other assets, goals, and obligations giving you a clear plan to grow and protect your wealth.
Payment of member benefits
We provide advice and coordinate the process to ensure SMSF withdrawals are handled effectively, accurately, and in line with superannuation rules.
Reporting and administrative obligations
We coordinate tax, investment, contribution, and withdrawal activities with your accountant to keep your SMSF compliant and to make reporting stress-free.
High level of confidence
I established my SMSF with Vantage in 2014 and have come to realise what a very good decision this was. I have a high level of confidence in Matt and Vantage that I will continue to receive excellent and honest service. My affairs are managed honestly, efficiently and totally focused on my best interests.
Could not be happier
After 40 years in financial services and self-managing our SMSF, we engaged Frank Sciarrone and Vantage. Their investment results, comprehensive services, and compliance expertise have exceeded expectations. Highly recommended.
Let’s explore your goals
Gain a vantage on your own wealth management today.
