SMSF trustee advice
Designed to assist trustees comply with their administrative, legal and regulatory responsibilities.
Relieve you of the complexities involved with managing an SMSF.
Help you comply with regulations.
Establish and maintain a relevant investment strategy.
Enable control over investment.
How we can help.
I
Managing the fund’s investments
Comprehensive investment reporting to ensure you as Trustee continue to meet strategic benchmarks.
II
Formulating investment strategy
Formulating and reviewing the fund investment strategy taking into account other assets.
III
Payment of member benefits
Advice and coordination of administrative issues to ensure withdrawals are handled in the most effective way.
IV
Reporting and administrative obligations
Coordinating tax, investment, contribution and withdrawal activities with accountants to assist with statutory reporting requirements.
Get in touch today and here’s how your team will work
First meeting -understanding your personal situation.
Research analysis
& modelling.
Second meeting –
present strategy & recommendations.
Authority to proceed
& implementation.
Ongoing review, monitoring & recommendations.
They are pleasant to communicate with, prompt to respond to any queries or requests and very competent. I recommend Vantage Wealth Management for Financial Services.
Irena & Michael
Other services we offer
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Superannuation advice
All elements of superannuation advice supporting tax planning, costs and future growth.
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Retirement planning and capital adequacy advice
Modelling your assets and cash flow to meet wealth and life goals.
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Insurance and wealth protection advice
Risk management solutions to support your lifestyle and wealth ambitions in case life events occur.
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SMSF trustee advice
Designed to assist trustees comply with their administrative, legal and regulatory responsibilities.
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Estate planning and management advice
Assets going into the right hands, in the right way, at the right time.