SMSF Advice

Taking super to the next level

Self Managed Superannuation Funds (SMSF’s) are now the largest and fastest growing section of the superannuation industry. As at 30 September 2024, there are 621,800 SMSFs holding $1.02 trillion in total assets, with more than 1.1 million SMSF members all wanting more control over their retirement savings.

Done properly, a SMSF can be an extremely beneficial and flexible tool for managing your superannuation, and AGS Financial Group can help with all aspects of your SMSF journey.

Key Benefits of a SMSF can include;

• Ultimate Control and flexibility over:

  • investments

  • insurance

  • taxes and

  • estate planning

• Ability to borrow and leverage your investments (eg property, shares)

• Full transparency

• Better engagement and investor confidence

• Administration to take care of your reporting requirements

AGS Financial Group can help you assess the suitability of a SMSF for you, and help you take the control you want over your super savings. And of course, we’ll continue to work with you to ensure your Self Managed Fund remains a Well-Managed Fund, and your super outcomes are maximised.

Excellence in SMSF Advice

AGS Financial Group have a long history of excellence in advising clients on all aspects of SMSFs - from understanding the suitability and responsibilities, to developing your overall strategy, advising on investments, and coordinating related services including:

• Accounting & Audit

• Lending

• Property advice & buying

• Insurance.

Fixed Fees

To ensure our clients are satisfied with value for money in all services we provide, we believe in providing up-front engagements for initial planning & implementation, as well as ongoing service, rather than simply charging at hourly rates. We see that this provides certainty to both parties with no surprises along the way.