SMSF Advice – Licensed Advisors

A Self-Managed Super Fund (SMSF) allows you to take control of your own superannuation and manage your investments. Finding the right SMSF advisor to assist you with your responsibilities as a SMSF trustee is vitally important. At P+Y we remain abreast of changes in legislation to provide coordinated SMSF administration and advice services. Our highly credentialed SMSF specialists combine high quality technical advice with diversity of experience in the SMSF environment.

Our SMSF Advice services include:

Establishing and winding-up SMSFs
Fund Rollovers
Contribution Strategies
Transitioning to retirement
Personal and business insurance needs analysis and ownership issues
Pension Planning
Setting an investment strategy
Borrowing & Limited Recourse Loan Arrangements (LRBA)
Retirement and Estate Planning

As well as providing specialist advice in the SMSF environment, we can attend to the day-to-day administration of your SMSF…
Find out more about our SMSF Administration services

Brenden Yantsch (432219) CPA Dip. FS(FP) is an Authorised Representative and P+Y Advisory Pty Ltd (432220) trading as P&Y Advisory ABN 75 161 384 998 is a Corporate Authorised Representative of SMSF Advice Pty Limited.

SMSF Advice Pty Limited ABN 11 074 225 353 AFSL 234664. Principal address: Level 8, 750 Collins Street, Docklands VIC 3008. All information and advice is for private use of the person to whom it is provided. We provide you with services in accordance with our Financial Services and Credit Guide (link to FSCG). SMSF Advice Pty Ltd is responsible to you for any conduct. www.smsfadvice.com.au

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SMSF Advice – Licensed Advisors

As well as providing specialist advice in the SMSF environment, we can attend to the day-to-day administration of your SMSF… Find out more about our SMSF Administration services

Let’s work together and make a positive difference

As well as providing specialist advice in the SMSF environment, we can attend to the day-to-day administration of your SMSF…
Find out more about our SMSF Administration services