At Future Assist we believe
good financial advice puts you in control by solving financial problems and
removing stress over financial concerns.
We understand the Self Managed Super Fund trustees want to control their
investment and retirement outcomes but sometimes they help and guidance. Our role
as SMSF specialist advisors is to help you paint a picture of what your ideal
financial future looks like and then help you to utilize your fund in the most
effective way to get there.
Specialist SMSF advice can answer questions that
are important to you and improve your financial situation. We know that because we’ve been doing it here
for 25 years. Through understanding your
goals and objectives and through practical education your specials SMSF advisor
can introduce you to strategies that will significantly improve your outcomes. Some
questions you might have may include is an SMSF right for you? Is your current SMSF
being managed correctly? Are taking advantage of all the strategic opportunities
available to you? Are optimizing your tax outcomes? Have you linked your Self Managed
Super Fund to your estate plan? Have you taken or are you likely to be able to
take advantage of all the government entitlements available to you in
retirement? Do your current investments reflect your tolerance to risk, return
and investment volatility? And ultimately, will you have sufficient funds for retirement
or will you outlive your capital? Our initial advice process follows a simple path;
the first meeting’s free and will be with an accredited SMSF specialist advisor.
This meeting provides an opportunity for
us to understand your needs and to discuss your current position, your concerns
and priorities, your values and approach to money, your current and future
goals, and of course, will address the questions or concerns that have led you
to seek advice in the in the first place. This meeting can run as long as you
need it to, but generally goes on for around 90 minutes.
After our first
meeting we should be in a position to be able to determine whether we can add
real financial value to your current position. We’ll use our extensive
technical resources to investigate your financial circumstances and look at SMSFstrategies that can enhance your outcomes.
At the second meeting, which is also free, we’ll share with you our
thoughts around some general strategies that might improve your particular
situation and discuss the financial benefits you might receive by implementing
some or all of those strategies. In that
second meeting we’ll quote to you our fee to prepare a personalized written
statement of advice, which will provide a detailed explanation of our
recommendations and the specific advantages that these recommendations will
provide to you. The statement of advice also outlines the steps we will take to
put the strategies in place as quickly and as efficiently as possible, should
you want us to implement your strategies on your behalf.
Should you wish to engage a Future Assist specialist Adviser to prepare your financial advice,
this will then lead to our third meeting. Where we’ll present your statement of advice and
give you ample opportunity to ask questions and clarify understanding. An
invoice for our fees will be presented at this meeting. We can also discuss our
ongoing service program at that point should you be interested.
Remember good
advice and on-going education puts you in control of your financial future and our
special SMSF advisors can provide you with the information and support you need
while you control and direct your Self Managed Super Fund. If you have or are considering establishing a Self
Managed Super Fund, I encourage you to view our other educational content on the Future Assist website. And if you like to have a free consultation to discuss your
personal situation, or even to seek a second opinion please contact us on: 1300
118 618 or Contact Future Assist
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