top of page
SUP, Surfboard

Self Managed Super

It's your future.

We have recently purchased our 2nd investment property within 24 months, both of those through our SMSF. An extraordinary outcome. We were delighted and blown away by the level of service, commitment and knowledge of the property market, you were with us from negotiation to settlement and it fit right into our personal wealth creation strategy. All the hard work was done for us having the right network of people to get the job done. We saved thousands and couldn’t be happier with the outcome. We are now planning our next move with confidence!!

In your free SMSF consultation we will...
Review your current super funds
Compare costs
& complexity
Assess Investment 
opportunities
 Have a clear understanding of how SMSF operates

Connect to your super and watch it grow

CONSOLIDATE YOUR SUPER

An SMSF allows a trustee to combine their super assets with up to three other members (such as partners or family members). Consolidating super accounts immediately creates a larger fund balance, which increases the fund’s assets and investment opportunities – with only one set of fees.

Analytics
INVESTMENT CHOICE
Direct access to a wide range of shares, term deposits, and exchange traded funds (ETFs) with the ability to buy and sell online in real time, whenever it suits you.
iStock-820609122.jpg
COST EFFECTIVE

SMSF trustees must lodge an annual tax return and audit, and pay ATO fees (these are capped and not based on a percentage of your super balance). The more an SMSF grows, the more cost-effective it becomes, but the total cost of running an SMSF will depend on the related investments and any costs associated with engaging professional support.

Anchor 1
Call today1300 459 101

Wealth Effect Group is an Authorised Representative of Boston  Reed Ltd ABN 89 091 004 885, AFSL 225738

“Andre Dirckze (AR 395157)  and Wealth Effect Group (CAR 424768) are authorized representatives of Boston Reed AFSL 225738 ABN 89 091 004 885”

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Boston Reed  Limited complies with the Privacy Act 1988.

Wealth Effect Pty Ltd ATF Wealth Effect Unit Trust. ABN: 78 766 858 328  trading as WE Mortgage Solutions as an Authorised Credit Representative of BLSSA Pty Ltd Australian Credit Licence Number 391237,  Authorised Credit Representative :480612.

Any advice in this website is of a general nature only and all case studies are for illustrative purposes only. Please seek advice tailored to your own personal circumstances before acting on this information. 

WealtheffectPrivate

© Wealth Effect Group 2022

bottom of page