Financial Planning

Self-Managed Superannuation Funds (SMSFs)

An important part of retirement planning for many business owners is setting up a Self-Managed Superannuation Fund (SMSF).

Thrive Advice provide these services with a transparent, fixed-price administration fee structure that springs no surprises.

SMSF Benefits

Some of the benefits of an SMSF over a traditional fund include:

  • Greater control over where and when you invest your money
  • Investment strategies (property, managed funds, shares, cash, etc.) that truly reflect your financial circumstances and your goals
  • The opportunity to purchase commercial or residential property through your fund
  • The ability to transfer business premises to your SMSF
  • Minimisation of taxes
  • Pension flexibility

First, you need to assess if an SMSF is right for you. If you decide to proceed, our years of experience in managing SMSFs can help you:

  • Set up your fund
  • Navigate the complex legislation and fee structures
  • Develop strategies to maximise your fund
  • Ensure a smooth transition to retirement when the time is right

To find out if a SMSF is right for you, contact our office today on 02 6362 8255 to arrange a meeting with our Thrive Plan team.

Thrive Plan Services

Financial Planning

Retirement Planning

Self Managed Super

Thrive Plan Packages

Effective financial planning and wealth management firstly requires a solid understanding of your personal finances. It then requires the ability to help you make sound investment decisions, good awareness of the opportunities and risks, and careful management of investments.

Get the guidance you need from our Thrive Plan Financial Planning team. Located in Orange, NSW we are here to help protect and grow your wealth. Let it be the key to the lifestyle that you and your family want.

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Thrive Plan Pty Ltd ABN 69 611 096 470 is a Corporate Authorised Representative 1256624 | GPS Wealth Ltd | Australian Financial Services Licence 254544 | ABN 17 005 482 726  | | Tel: (02) 8074 8599

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