We do Self Managed Super Funds (SMSF)

Are you ready to manage your own superannuation?

If you have a large investment portfolio or if you’re running your own business, a self-managed superannuation fund (SMSF) might be the right option for you.

We have a team of experts ready to work with you to answer initial questions about whether SMSF is going to help you meet your investment goals. We’re able to help individuals, organisations and families understand the benefits, regulations and compliance obligations associated with SMSF before you make a commitment.

The right advice can pay dividends.

Is retirement just around the corner?

Whether you’re close to retirement age or planning for a long way into the future, Williamson Partners can help you set up and manage your SMSF.

We’ll explain your obligations and options in plain English, and help you navigate the SMSF landscape. When your fund is set up, you’ll want to create a strategy that will allow you to reach your goals- and we can help with that too.

Confused by complexity?

For many investors, the main barrier to SMSF is a perception that it can be complex and unwieldy to manage. There is some specialised knowledge involved, but with the right accountant by your side, you won’t need to worry about the complexities of administering the fund and can instead concentrate on understanding your investment and how to achieve your goals.

At Williamson Partners, we take the pain out of the process, with sound advice and expertise. Contact us today to see how we can help.

Regular reporting and simple monthly billing

We’ll work with you to make sure your investments continue to work towards your goals. After all, goals can change and the best way to keep your fund on track is to watch it carefully and understand what’s happening.

Our regular reports include updated valuations, and a commentary on investments, dividends and corporate actions where required.

We charge a competitive fee for this service, agreed up front and billed monthly.

SMSFs and residential property investments

A residential rental property investment through your SMSF might sound ideal – but we recommend you seek professional advice before you make the decision to start down this path. Talk to us about how a residential property can impact your investment goals and understand potential pitfalls before making a commitment.

Talk to our team of experts today about how to get the most out of your SMSF.