Self Managed Fund Services
If you are currently investing or are thinking about investing through a self-managed super fund, MAP Financial Planning's external fund administrators can assist you. In fact, we can provide you with competitive rates for both new fund setups and ongoing administration.
We can help you achieve the peace of mind that goes with a soundly structured, comprehensively administered self managed fund.
We can assist you with the following:
- Assisting you to understand your responsibilities as a trustee
- Assisting you to establish an appropriate structure in conjunction with other SMSF specialists
- Developing a written investment strategy
- Setting up ongoing administration services
- Proving advice focused on achieving your retirement objectives
Our financial planners can place your managed fund investments for you, either in a suitable MAP Fund or with other fund managers. We can also help you review your investments periodically to ensure you are on track for a successful retirement.
You can also contact one of our Financial Planners to arrange an initial consultation at our expense to address your self managed fund needs.
The ATO has also put out a Guide for SMSF Trustees, Click here for a copy