SMSF

A Self-managed Super Fund (SMSF) is a superannuation trust structure that provides benefits to its members upon retirement. The key factor that distinguishes between SMSF’s and other super funds is that they follow a management structure where in which SMSF members are also the trustees of the fund. When you utilise a SMSF, you have the advantage of having the ability to control the fund in way that trustees have when it comes to tailoring the fund to meet your individual needs.

At Lockwood Partners, our authorised SMSF advisers help you to structure your fund in order to assist you in making investments and receive lump sums and pensions. We can assist you with:

  • Developing effective wealth creation and tax effective strategies through superannuation.
  • Ensuring fund compliance with all statuary obligations.
  • Independent audit services to Self-managed Superannuation Funds.

 

If you have any questions in relation to your superannuation arrangements, please ask to make an appointment to speak to our SMSF advisers on 03 5481 2911.

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee, license number 430062, and is a fully owned subsidiary of the NTAA.
Superannuation advice provided as a Corporate Authorised Representative No. 124 4433 of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL No. 430062.

The following people are authorised by the SMSF Advisers Network to provide superannuation advice:

  • Brendan Hogan – Authorised Representative No. 124 4432
  • Nigel Berryman – Authorised Representative No.124 4434

 

*Lockwood Partners also has a division Provide Wealth which has a team of financial advisors that provide a full range of superannuation services. For more information, visit our website here.

Please click here to view our Financial Services Guide – Part 1 (updated November 2018)

Please click here to view our Financial Services Guide – Part 2 (updated August 2019)

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Lockwood Partner’s SERVICES INCLUDE: