What our clients say about us…
“SMSF Assure were able to help us set up a tax effective self managed super fund that is now paying an allocated pension which is sufficient to maintain our current lifestyle and give us the financial security that we are looking for.
We want to have some control and we are looking for a partnership where we are involved in the decision making, however with the complications regarding the regulations surrounding self managed super funds it’s not possible to do that without expert advice and we are very comfortable with the level of expertise of the people giving this advice through SMSF Assure.
It’s a very comfortable feeling knowing that we receive the services that we require. I always find them extremely reliable if we have an issue we can always contact them and they will always phone back.”
Greig & Thea Nissen
“There is an awful lot involved legally in setting up and in administering a fund especially from the point of view of compliance. I’m not really interested in doing that sort of thing so that’s where SMSF Assure’s advice comes in and their ongoing maintenance of that each year. The role I play is taking care of the asset allocation myself and taking care of the investment decisions myself.
I would advise others that they would need to find someone who is very competent in the area of self managed super funds, so they don’t end up under investigation for not complying fully. I certainly don’t think that it is something that you should do yourself, the compliance aspect of it – I think you need professional help for that and I wouldn’t have any hesitation in recommending SMSF Assure.”
Nev Donaldson
“If you are thinking of setting up an SMSF you couldn’t go past the advice we have received from SMSF Assure. They analyze what you require and set out a plan for you to operate with.
The service is always thorough, reliable, and helpful, you can phone them at any time and we always know that they are going to do their best for us. It is important that things are done correctly as there is quite a lot of legal content with running a SMSF.”
Kevin & Kate Edwards
TERMS & CONDITIONS
SMSF Assure is not licensed to provide financial product advice. A Self Managed Superannuation Fund is a financial planner product. We strongly recommend you consider obtaining personal advice from a licensed person before making a decision on Self Managed Superannuation or any financial product. SMSF Assure can arrange competitive fee for service limited advice on Self Managed Superannuation and other financial products. Please contact us for more details.
BRISBANE OFFICE
ABN: 18 406 608 936
Telephone: 1800-550-135
Brisbane Office: Suite 5.03, 303 Coronation Drive, MILTON, QLD, 4064
Postal: PO Box 1537
MILTON, QLD 4064
Email: admin@smsfassure.com.au
GYMPIE & BUNDABERG OFFICE
Gympie Office: 28 Excelsior Road
GYMPIE QLD 4570
Postal: PO Box 324
GYMPIE QLD 4570
Bundaberg Office: 4/290 Bourbong St.
BUNDABERG WEST QLD 4670
Postal: PO Box 1680
BUNDABERG QLD 4670
Email: info@smsfassure.com.au