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self managed super fund advice

Self Managed Super Funds

For flexibility and control of your future

How will you manage your biggest long-term investment?

For most people their superannuation will be the biggest, long-term investment of their lives. By having a self managed super fund (SMSF), you are taking control over this important asset. Having a SMSF gives you greater flexibility when making investment decisions and is suited to those who want a more involved approach to funding their retirement.

Having a SMSF allows you to easily diversify how your superannuation is invested. With a SMSF you easily invest in shares, managed funds, property and other assets. You can even borrow to invest with a SMSF – ask our team how.

Expert SMSF advice:

Excel Financial Solutions offers a range of SMSF services with the goal of delivering our clients sound investment advice for high returns, tax optimisation along with complete accounting and auditing compliance. Our team are passionate about setting you on the right course now, so your SMSF will do the hard work to ensure your future.

Did you know that structuring income protection and life insurance policies through your SMSF can give you a tax deduction? There are a lot of little details with a SMSF and it pays to have expert advice – not only for compliance reasons, but also for the best return on your superannuation.

Did You Know?

It is quite straightforward to use your SMSF to borrow money to buy investment property or shares without risking your whole super balance. Learn more here.

Self managed super funds are the fastest growing sector in superannuation. More and more Australians are choosing flexibility and control over their investments.

The total asset value for SMSF’s were estimated at over $700 billion in 2017.

Our Services

Excel Financial Solutions can assist you to secure your financial future and build wealth.
Find out what we can do for you – contact us for a free consultation today.