A Self-Managed Super Fund (SMSF) gives you greater control over your super investments, allowing you to align your portfolio with your values and financial goals.

While SMSFs offer flexibility and potential cost savings for larger balances, they also come with additional responsibilities. Trustees must remain compliant with superannuation and tax laws, and ensure investments are made in line with the fund’s objectives.

At ODV Private Wealth, we guide you through this process in clear, easy-to-understand language so you can determine whether an SMSF is the right choice for you.

Our SMSF Services Include:

• SMSF Establishment Advice

• Trustee Structuring (Individual vs Corporate)

• Investment Strategy and Portfolio Advice

• Starting and Managing Account-Based Pensions

• Estate Planning and Distribution of Assets

• Binding & Non-Binding Death Benefit Nominations

• Winding Up an SMSF

Want to Learn More?
Call (08) 7477 8252 or book a consultation online to see if an SMSF is right for you.