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Our office is centrally located in Coolangatta/Tweed Heads making it convenient and easier for all our Gold Coast and Northern NSW clients to get to.

Can't come to us? We also offer a premium advice service and can arrange to meet with you in the convenience of your own home or workplace.

For more information, or to book your FREE no obligation initial consultation with a Financial Planner please call us, send us an email, or simply fill in the form below.

SMSF

Self Managed Super Fund Advice

 

We can help you set up a Self Managed Superannuation Fund (SMSF).

If you want complete control of how your superannuation money is invested or want to buy property in superannuation, a SMSF may be an option.

You can even combine your super with your partner or family to help gain greater exposure to different types of investments. It’s important to seek professional financial planning advice to determine if a SMSF is appropriate for you.

 

So you’ve heard about Self Managed Super but you’re unsure whether it’s right for you?

 

An Oak Tree Financial Planner, can walk you through all the pro’s and con’s of managing your own superannuation via a SMSF structure. Have comfort knowing that you have a specialist SMSF Adviser that is across all new legislation requirements for your SMSF.

Managing your own superannuation fund is for the more experienced investor, but we are here to help you through the whole process.

 

Receive a Complete SMSF Service:

  • Ongoing Financial Planning Advice for your SMSF
  • Preparation of Investment Strategies and Investment Advice
  • Uncover Strategies for Buying Property in Superannuation
  • Review your Insurance Needs requirement and receive Insurance Advice
  • Organise the loans for you, including limited recourse borrowing arrangements for investment properties
  • Arrangement of SMSF financial accounts, audit and tax returns
  • Estate Planning Advice for you and your SMSF
  • Recommend appropriate investment products for your Self Managed Super.

 

With a SMSF you have the control, and you can choose your own investments, but we are here to help  you. 

 

Whether you want to invest in residential or commercial investment property, direct shares, managed funds, cash, term deposits or buy a business premises… Beware there are legislative restrictions, we’ll let you know what you can do and how you can do it!

Have access to a SMSF Specialist Adviser, to help you establish, manage and provide ongoing advice and software support for your SMSF.

 

Speak to a SMSF Adviser

 

Unlike retail or industry superannuation funds, SMSF’s can provide more flexibility and control of investments. A SMSF is a superannuation fund that is managed by yourself and regulated by the ATO, as such you are responsible for the compliance of the Fund. SMSF’s are a complex area which have specific legislative requirements.

Setting up and running a SMSF can be costly and generally these types of superannuation funds are suitable for those with larger superannuation account balances to ensure the fund is cost effective.

Getting Self Managed Super Fund Advice is important to determine whether this type of structure is appropriate for your retirement savings.

 

Book a FREE 1-hour Super & SMSF meeting

 

You may also be interested in ‘Superannuation‘ or ‘Retirement Planning‘.

 

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Testimonials

  • It’s great to have a company, like Oak Tree Financial Planning, that really care about you . Big or small, their commitment is the same. Such a great feeling to be able to trust that they are honest and trustworthy. Highly recommended! ...
    -Kate and Brian, Gold Coast QLD, Nov 2017

  • The personal and professional manner in which Daniel Miklos from Oak Tree Financial Planning conducted our annual financial reviews has been a refreshing experience compared to other financial institutions. We have referred Oak Tree Financial Planning to others. They too have been impressed with the professional and caring way Daniel has ...
    -Phyllis and Ed, Central Coast NSW, July 2017

  • Daniel, from Oak Tree Financial Planning, has been supporting us with financial advice for 4 years now and he has been absolutely professional, supportive, timely and all round has helped us achieve our financial goals. ...
    -Maria and Allan, Bribie Island QLD, Oct 2017

  • I have been doing business with Daniel and the team at Oak Tree Financial Planning for the last two years, and I am very happy with their services. ...
    -Julie, Hastings Point NSW, Oct 2017

  • Highly recommended Daniel and Karen and their team from Oak Tree Finanical Planning. Their honesty, professionalism and financial planning skills has been so valuable to our family. They will help you asses your current financial position and work with you to achieve your goals for the future and build your ...
    -Tahlia and Cory, Tweed Heads NSW, Sept 2017

  • Daniel, thank you so much for all your help with our financial advice. We definitely value all the advice you have given us and have loved dealing with Oak Tree Financial Planning.  I would definitely recommend your services to others. ...
    -Anna and Adam, Brisbane, Feb 2015

  • We are extremely happy with the service that Oak Tree Financial Planning has offered us. Within 3 years they showed us how we could afford 2 investment properties without it affecting our current lifestyle. I don’t think we would be in our current position without their help. They took the time ...
    -Lloyd and Michelle, Canberra ACT, Sept 2015

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