FINANCIAL PLANNING PERTH
YOUR SMSF. IS IT WORKING FOR YOU?
SMSF
Self-Managed Superannuation Funds, or SMSFs, are attractive as you can take control of your own superannuation, however they are heavily regulated.
Managing a superannuation fund, yourself can prove to be very complex, resource intensive and risky.
At Quest Advisory Group, we have years of expertise in helping clients with SMSFs.
Our Self-Managed Super Fund Specialists help our clients to understand the framework through plain, easy to understand practical advice – and we’ll be here when you need us.
HELPING YOU ANSWER THESE QUESTIONS
Perth SMSF Advice
We can help you with:
- Ad-hoc consulting and investment advice
- New funds and existing funds
- Management
- Compliance
- Reviews and Reports
- Liaising with lawyers and accountants
Visit our Perth office for a complimentary discovery session.
“We have met with Dan Gerson for a financial consultation. I found him very knowledgeable and outgoing. He was willing to discuss and tackle our financial issues. During the initial meeting, we discussed our finances and some of our future plans. He offered an excellent strategy for my family, also he is happy to answer any enquiries I might have from time to time. Thanks Dan.”
– Ilan Vaserman
PLANNING FOR YOUR FINANCIAL GOALS?
Book a complimentary discovery session and start creating your financial roadmap.