Could an SMSF be right for you? Partner with a professional team that knows the ins and outs of super, so you can make informed choices about your very important retirement nest egg.
We make SMSFs easy.
Decided that an SMSF is right for you? We make setting up and maintaining your super fund easy. Leverage our expert team to ensure you meet all the regulatory requirements and can enjoy the experience of managing your own money.
How it Works
Understanding your moment.
We must understand the current situation of your life and the ones around you (family or friends who will be part of the SMSF). This includes but not limited to your life stage, your overall wealth, assets ownership and their allocation (properties and/or investments), pension options, retirement goals. At this stage, we understand the types of assets you want to invest in and how much risk are you comfortable taking.
As a trustee of your SMSF, you have a number of legal obligations. At this stage, we explain these obligations to ensure you are capable of being compliant with your obligations . Understanding these obligations before we setup an SMSF for you is a non-negotiable step of our process.
At this stage we agree the fees and costs to manage your SMSF. We complete the setting up and annual management of the fund to ensure you met the regulatory requirements and enjoy the experience of managing your own money.
We provide you with a Statement Of Advice with our recommendations as to whether an SMSF is suitable for you.
We keep a continuous and open communication with you and your SMSF trustees and we regularly review your investment strategy when we understand better opportunities arise.
Why BridgePoint Group?
We have a diverse team of highly trained experts selected to support every stage of your business journey.
We understand the drivers of your success and help you to tackle the things that make the difference.
We partner with our clients with an owner's mentality.
We employ a team-based, cross-functional approach to ensure you get the full benefit of our collective ability.