A Self Managed Super Fund (SMSF) is a flexible alternative from an ordinary retail or industry fund as it allows you to invest in property, shares, cash as well as to borrow funds for investment purposes. Whilst these benefits and the tax advantages of this structure are significant you should consider the obligations placed on you, the member, as a trustee of the fund, your time constraints and skills set.
Our Principal is an SMSF Specialist Advisor® and experienced in providing advice on both complex and complicated SMSF structures.
VWM has the capabilities to assist you in setting up your SMSF with or without borrowing including any/all documentation required. We take on the role of your lead adviser and co-ordinate all aspects with your other service professionals.