The establishment and ongoing management of a SMSF can be quite a daunting task but the good news is, you don’t have to go it alone. The expert financial planners at D&M Financials are equipped with the endorsement of the Self-Managed Superannuation Funds Professionals’ Association of Australia as self-managed super fund specialist advisers which means they can assist with the ongoing management of your SMSF.
This accreditation is the first and still most widely recognised self-managed super fund specialisation in Australia and is essential to ensure the financial planner assisting with your fund can give you the right advice.
SMSF’s are commonly called ‘do it yourself’ funds, but that’s not a completely accurate description. You are not expected to become an expert in finance and investing overnight and that’s why it is essential to have a helping hand from an expert financial planner.
Your financial planner can work alongside you to ensure you are meeting your obligations as an SMSF trustee and investing your hard-earned super in the right places. They can help you plan your investment strategy, research different types of investment options, budget for ongoing expenses required for SMSF maintenance (accounting, tax, audit and legal fees), help with your annual auditing and many other odds and ends that go along with having an SMSF.
It’s not uncommon for SMSF trustees to seek advice from multiple sources such as friends, family, accountants, lawyers and even people online but while we encourage clients to do their own research, this can result in confusion and conflicting information. D&M Financial Services has it’s own Australian Financial Services Licence (AFSL) and because of this, you can be confident in receiving independent, transparent and unbiased advice that is in your best interest at all times. When you seek the help of a dedicated independent financial planner at D&M Financial Services, you can trust you are getting sound advice from experts who have your best interests at heart.
We service all areas of greater Melbourne including Pakenham, Beaconsfield, Berwick, Narre Warren, Officer, Clyde, Clyde North and more.