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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield™ FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield™ FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

What do SMSF Advisers do?

Our team of self-managed super fund advisers will help assess the benefits an SMSF could provide for you. Benefits like increased control over what you invest in, or greater flexibility in how you manage your tax affairs. We can help you set up an SMSF or review and update your strategy to ensure it is well-aligned with your financial planning goals.

Investment Planners &
Financial Advisers

Together As One

As the trustee of an SMSF, you will benefit from our specialist SMSF advisers experience. Our team of 14 have over 100 years of expertise designing highly personalised financial plans and investment strategies. When you speak to our SMSF advisers, you will see that we understand super and love identifying investment strategies and tax planning opportunities that make sense for our clients.

43%

Of our Top 40 Clients utilise an SMSF

5

Star Rating on Google Reviews from our Clients

81+

Net Promoter Score, Exceptional for Financial Advisors

5

Professional Excellence Awards

SMSF Advisers Have Invested over $822 Billion Into The Super Structure

The average member balance of an SMSF is over $730,000

Around 1.1 million Australians are members of an SMSF and there is just under 600,000 accounts. We recommended these to some because

  • They can be the most cost-effective
  • You can invest in almost anything, including property
  • You can borrow to invest
  • They offer the most control to manage risk
  • Effective in minimising tax
  • Provides possibilities for estate planning

Whilst just under 5% of the Australian population are members of an SMSF, the money invested makes up 25% of the total $3.3 Trillion put in Super, making it the obvious choice of HNWI.

yield financial planning clients
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We have been working with Yield since 2008. As pre-retirees with a history of investing into property, we saw considerable synergies working with Yield as our Financial Planners.

Yield assisted us to formulate a financial plan and has been pivotal in helping us to actively manage and evolve it since. We use the services of Yield Equities for direct share exposure in our SMSF and we are very happy with how the team work together. Yield delivers cohesive advice that we can see is in our best interest. Now as we enter into retirement, we feel peace of mind that we have a well balanced strategy and are in good hands. We would happily recommend Yields services

Greg & Monica Dorn
Our Client

Specialist SMSF Advisers

What Proper Strategy Can Provide

Yield’s approach to self-managed super funds is to utilise the flexibility that the financial structure can offer. We invest considerate of your risk profile and what your objectives are. Then we advise you on the other functions of an SMSF and what options are now available to you with your SMSF cemented into your financial plan.

This can include you borrowing money within your SMSF to be used to invest in property, or to pool money together with 5 others (max of 6 members in an SMSF) to make a purchase you otherwise wouldn’t have been able to.

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Our SMSF Advice At Work

Our clients are a hard working medical and legal professional family. They had multiple entities including companies and trusts that needed coordination.

Strategic Investment Advice for SMSF

Yield's SMSF Advisers Make Managing Your Investment Strategies Simple

Show you why SMSF is the preferred choice for High Net Worth Wealth Management in Retirement.

Speak to our SMSF advisers today to find out if an SMSF is right for you. Our Investment expertise, including Direct Shares and Direct Property work perfectly with an SMSF and we assist clients with advice on borrowing within super, when this is appropriate. With your SMSF adviser, we help you manage your responsibilities as a Trustee, assist you in benchmarking your return and create controls around your investment strategy.

Get Started

 

43% of our most financially secure clients have chosen an SMSF for managing their retirement nest egg and it might be the perfect solution for you too.

 

Do you already have a SMSF?
Take our SMSF advisers up on
our 3 point improvement challenge!

Investment Strategies for SMSF

We compare the cost of your Managed Fund/ETF/LIC/M-Fund investment strategy to our highly cost-effective portfolio options and advice

Fund Administration

We compare the tax planning and administration running costs of your fund to our highly cost effective and Simple solution

Trust Deed

We will review your investment strategies for your SMSF to confirm you are investing within the parameters of what is allowable currently

Give Us A Call

 

THEN we let you know if you could be managing your fund better – BEST OF ALL – Our specialist SMSF Advisors will review your strategy considerate of your broader plan. Take a step towards a brighter retirement today.

Learn more about SMSF and how to start your own

Free

GUIDE TO START YOUR OWN SMSF

Free

PRO’S AND CON’S OF SMSF

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Free Consultation

Free Consultation

Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.