Financial Planning
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Investment Advice
Self Managed Super Funds (SMSF) is one of the fast growing investment vehicles in Australia. This growth phase is driven by individuals wanting to take control of their own investment decision making and invest in assets that have restrictions imposed by trustees of larger superannuation funds.
This is one of Weber Financial Planning specialty areas. We can assist in the set up of a superannuation trust deed to arranging a bare trust to purchase property with borrowings via a limited recourse borrowing arrangement.
If superannuation is complex via larger superannuation funds, there is another layer of complexity when running you own SMSF. We have the resources and external network to ensure you are doing the right thing.
We welcome the opportunity to illustrate how we can assist you in setting up and managing your SMSF.