We follow a 4 step process to get your SMSF up and running

1st Move Creation

Set up SMSF trust deed

Establish SMSF bank account

Rollover any existing superannuation fund monies into SMSF

Develop an investment strategy

2nd Move Investment Management

Power Tynan Wealth Adviser or your Financial Planner offers advice and guidance on:

Investment strategy and selection

Transaction execution

Portfolio construction, monitoring and reporting

Research

Contributions and withdrawals

3rd Move Administration

Fund administration

Preparation of minutes and SMSF workpapers

Independent audit of fund

Lodgement of annual tax returns and periodic instalment statements

Compliance documentation

4th Move Vision

Together with your financial adviser Wealth Experience provides assistance with:

Accumulation stage – contributions, estate planning, retirement planning

Retirement – access to lump sums and pensions, including preparation of all documentation for the establishment of an income stream from your SMSF

Family succession – death benefits, reversionary pensions