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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 is an SMSF?

SMSF is the abbreviation for Self Managed Super Fund. It is a private super fund that you and up to five other members control and it allows you to invest in almost anything you can personally. Benefits include investment choice, cost management, tax minimisation strategy, opportunity to borrow and estate planning flexibility, making it a favoured retirement structure for High Net Worth Wealth Management.

Nationally
Awarded Top 3

Certified Financial Planner

As the trustee of an SMSF, you will be seeking the support of an SMSF Specialist Advisor. Our team of 13 has over 70 years of experience, dedicated to the support of clients with bespoke investment needs. Investment strategies for SMSF are highly personalised and our expert SMSF advisors are specially trained and experienced to help. 

43%

Of our Top 40 Clients utilise an SMSF

71+

5 Star Google Reviews shared by our clients

71+

Net Promoter Score, Exceptional for Financial Advisors

5

Professional Excellence Awards

$670+ billion invested in SMSF or 25% of Australia’s super pie

The average member balance is over $696,000

Clearly SMSF is the preferred choice for High Net Worth Wealth Management in Retirement and here’s why:

  • 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
  • They offer the most control to minimise tax
  • They offer Estate Planning advantages

When an SMSF makes sense, there is simply no better retirement structure. A specialist SMSF Advisor with Yield can show you how it could work for you too. 

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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

Advising on investment strategies for SMSF

As a high net worth individual or family, you have or are on a clear path to having financial assets that will exceed what you need to meet your life’s income needs and an SMSF may be a perfect compliment to your investment strategy objectives. An SMSF’s flexibility and control can help to grow your nest egg effectively and achieve greater capital preservation, along with tax minimisation and estate planning opportunities, so you can effectively pass on what you have gained to the next generation and possibly to the altruistic causes you feel passionate about.

Our specialist SMSF advisors deliver a highly personalized and connected service, that caters to the bespoke needs of high net worth wealth management. This is done by bringing together the various services and expertise we offer in house, such as bespoke investment solutions and wealth creation, property planning, self managed super funds, personal insurance, mortgage finance, and by working closely with other related advisers, so you receive a cohesive advice experience that simplifies your life and leaves you confident that your finances are well taken care of.

SMSF Case Study

Our clients were a high income, high net worth couple with multiple entities including companies and trusts. The wife is a medical professional while the husband was a legal professional

Strategic Investment Advice for SMSF

Yield's SMSF Specialists make managing your investment strategies for SMSF simple. We will:

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

  • 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
  • They offer the most control to minimise tax
  • They offer Estate Planning advantages

Speak to a Yield SMSF adviser 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 Yield 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.

Borrowing in an SMSF

Often an SMSF is established with the purpose of borrowing to purchase a property. If you are thinking about borrowing in super or are interested to find out how you can leverage your super into the property market, this video explains it.

Contact us if you’d like to discuss the suitability of borrowing in super for you

Do you already have an SMSF?
Take us 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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