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• Superannuation
• Self Managed Superannuation
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Self managed superannuation funds, or SMSF, 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 has developed considerable expertise in this highly complex area. Both David Baruffi and David Powell are Self Managed Super Fund 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.

» Click here for more information about our SMSF services.

At Blueprint Planning we assist clients to understand their obligations and provide practical advice in operating Self Managed Super Funds.

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

We have offices throughout Western Australia including South Perth, Esperance, Kalgoorlie and Mandurah.

» Click here for more information on our self managed super fund services.