Private Wealth
Self Managed Super Funds (SMSF)
DHM Private Wealth has many years of experience in dealing with all facets of Self Managed Superannuation Funds (SMSF). A SMSF is able to access investments other forms of superannuation generally can’t access and can have substantial tax advantages. Our team can take you right through the whole process of running a SMSF with advice on:
- Setting up a SMSF
- Compliance requirements
- Investment Strategies
- Audit
- Pension options
SMSF Trust Deeds
In conjunction with our legal advisers’ we can arrange for the preparation of trust deeds specially drafted to suit SMSF. The trust deeds of existing SMSF can also be reviewed to check their compliance with current superannuation laws and if required an updated deed can be drafted.
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Our private wealth advisers are authorised representatives of Morrows Private Wealth. Morrows Private Wealth is a holder of an Australian Financial Services License (244119).
