When you sit down with one of Yield’s financial advisors, you will feel at ease. We will help you evaluate the pros and cons of SMSF and will only recommend a Self Managed Super Fund when it is a great solution for your needs.
We offer an integrated tax and audit service, that is highly cost effective, but will work with your Accountant if you would prefer. The current maximum annual fee for our service is $2,345, providing certainty to the economics of how cost effective an SMSF will be for you.
When it comes to your SMSF investment strategy, we will tailor a strategy considerate of your risk profile, your objectives, and what your investment preferences are. This can include you borrowing money within your SMSF 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.
The benefit of working with Yield’s SMSF specialists, is that we will make running your SMSF easy for you, while helping ensure you make the most of the opportunities it can provide. 43% of our HNW clients have an SMSF, demonstrating its strategic value.