SMSF Services

Putting You in Control of Your Superannuation

With over 20 years of experience as SMSF specialists, Ivy Growth Partners have a deep understanding of the statutory requirements and can accurately guide you in relation to your reporting and compliance obligations and make sure you stay within the rules.

Setting up and managing an SMSF can be complex and time-consuming, but it doesn’t have to be a chore. Our SMSF experts can take you through a detailed assessment process to determine whether an SMSF is suitable for you. After considering all the options and deciding to go ahead we can help ensure that your SMSF is set up quickly and efficiently.

Many Australians enjoy the flexibility, control, and freedom of choice an SMSF provides for them.

There are a number of benefits to having an SMSF. As the trustee, you can choose how to invest and manage your super savings.

SMSFs can offer a range of benefits including:

Adding Value with Direct Property (Commercial and Residential)

Collectibles such as artwork

Physical gold and other commodities

The ability to pool your super with up to three other members

Effective Tax Management

Estate Planning

By making investment decisions that align with your personal retirement goals, you can ensure success by monitoring the performance of your assets, adapting to changing conditions, and revising the investment plan when necessary.

When considering property within SMSF we will advise on the most effective tax structure to use and work closely with all parties to make sure your property purchase is successful. This includes working with your lender when a borrowing facility is required.

  • Easy to set up SMSF and trust structure
  • Estate planning
  • Financial assessment and eligibility to invest in certain properties
  • Administrative support throughout the financial year
  • Working closely with all parties during the property transaction
  • Fixed-cost
If you’re starting a property investment portfolio, we can establish a tax structure for your particular needs.

Ivy Growth Partners Pty Ltd (ASIC No. 1260989) ABN 85 622 650 819 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

QIZHI (IVY) LIAN (ASIC NO. 1240915) is a Limited Authorised Representative of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.

www.meritweath.com.au
Email: info@eastonwealth.com.au | Tel: 1300 785 611

General Advice Warning
This information has been prepared without taking into account your objectives, financial situation, or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation, or needs.

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