Newcastle SMSF specialists.
The opportunity to manage your superannuation fund allows you to guide your retirement. Having an SMSF means you have more choice over where and how your funds are invested while providing you with greater control over your own fund.
However, running an SMSF is not easy and requires a team effort which includes you (members and trustees of the fund) and your SMSF specialist Adviser, Accountant, Auditor, Financial Planner and Lawyer.
We have the specialised skills required for this highly regulated area, ensuring your funds compliance requirements are fulfilled, allowing you to focus on your investments towards retirement.
At Lambourne Partners we partner with you to confidently work towards the retirement you aspire to.
Our experienced team can assist you with
- Establishing your SMSF after understanding what is important to you
- Ensuring you are aware of your obligations and what you can and cannot do
- Managing the administration of your fund including preparation of accounts, taxation, and audit
- Growing and maintaining your retirement savings
- Working with your legal team for your Estate Planning
- Looking for ways to maximise your contributions
- Managing your pension accounts for your retirement
Contact us below for a complimentary meeting and free initial assessment to discuss if a SMSF is the right fit for you.