Self Managed Super Funds

Taking charge of your nest egg

Your nest egg

The self-managed super fund (SMSF) industry is highly-regulated, and rightly so! If you have aspirations of taking charge of your super then it pays to speak with an expert.
Setting up
First off, we help you understand whether a SMSF is right for you. If it is, we will work with your and your accountant to ensure your SMSF is 100% compliant and tax effective.
Investing
We pride ourselves on our transparent approach to financial planning, and we will keep you informed every step of the way so you understand how your fund is performing.
Establishment
Investment strategies
Strategic planning
Administration and audit
Wind up
Setting up a self-managed super fund is a serious undertaking, and not something you want to leave to chance. We will work alongside your accountant to ensure your SMSF is fully-compliant and established properly.
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Depending on your goals for retirement, we will craft a bespoke investment strategy to help bring your plans to life. There is no cookie cutter approach to investing via your SMSF. Instead, we weigh up the evidence, clarify your objectives, along with in-depth analysis of the market.
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We will guide you on the most suitable strategy for your SMSF. From deciding whether to establish the fund as an individual or corporate trustee, to assigning the right people in the right roles to administer and oversee the fund – we can provide expert insights to help you take the next step.
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A SMSF is not a matter of setting and forgetting, with regulator administrative tasks required to keep the fund compliant, and audit-proof. We handle the majority of administration, and can organise an approved SMSF auditor to conduct annual audits of your fund.
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All good things must come to an end, and if you've decided to wind up your SMSF there are several steps that must be followed to continue to meet your regulatory requirements. We'll make the process simple and cost-effective.
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How we work together

Your Infinity Wealth Solutions adviser is here to map out a strategy that helps you achieve your financial and lifestyle goals, now and long term.
01
Exploration meeting
Let's talk about what you're hoping to achieve, establish whether we're a good fit for each other, and map out a plan of attack.
02
Research and analysis
Your Infinity adviser will crunch the numbers and research available options, leveraging both tech and industry insight.
03
Your custom solution
We'll meet again to show you your custom solution, explain how it all slots into place, and get your buy-in into the strategy.
04
Making it happen
The paperwork will be handled by your Infinity Wealth adviser, who'll keep you updated on the process and progress of your advice plan.
Get started
Let's meet for a no-obligation consultation to discuss your options, and give you a sense of what it's like to work with Infinity Wealth Solutions.
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08 9393 3770
Infinity Wealth Solutions are the financial advisers of choice of hard-working people all over Perth – and beyond. We work closely with our clients to craft fit-for-purpose strategies to help them live a life on their terms.
Infinity Wealth Solutions ABN 24 147 842 715, Corporate Authorised Representative of Matrix Planning Solutions Limited
ABN 45 087 470 200
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