Self managed superannuation can provide a great deal of flexibility in retirement, but along with that flexibility comes a great deal of regulation. Managing your own superannuation fund can therefore be a complex and time-consuming task.
The Blueprint Planning Team have developed considerable expertise in this highly complex area. Both David Baruffi and David Powell are Self Managed Super Fund (SMSF) Specialist Advisers as accredited by the SMSF Professionals' Association of Australia Limited (SPAA). They are two of only ten professionals to have achieved this qualification in Western Australia.
At Blueprint Planning we assist clients to understand their obligations and provide practical advice in operating a Self Managed Super Fund. Our services include:
- Advice to both existing funds and established funds, depending on the client’s requirements
- Comprehensive advice on the ongoing management and compliance of the fund
- Working closely with the fund trustees and providing on-going education
- A quarterly/half yearly review service to maintain the fund
- Ongoing communication with accountants and lawyers in regards to the fund
- Investment advice
- Estate planning considerations
If you would like more information on our self managed superannuation fund services or would like to discuss how we can help you achieve your financial goals simply call (+618)94230300 or complete our enquiry form.