Azure Group Wealth will work with you to ensure you maximise the full potential of your SMSF. We can assist with estate planning integration, investment strategy and ongoing portfolio management advice.

Managing an established Self-Managed Superannuation Fund (“SMSF”) can be a time consuming and costly exercise without expert guidance.

Azure Group Wealth will work with you to ensure you maximise the full potential of your SMSF. We can assist with estate planning integration, investment strategy and ongoing portfolio management advice.

How we help 

Our Wealth professionals provide a full service offering or a flexible approach to work with Fund Trustees who wish to reduce risk by partnering with our as needed consulting service to address specific issues.

Our full range of SMSF Administration & Compliance services include

  • Investment strategy and asset allocation
  • Ongoing portfolio management
  • Insurance inside of superannuation
  • Integrated estate planning and tax structuring
  • Specialised property borrowing arrangements
  • Retirement pension and transitional pension advice
  • Strategic taxation planning for super fund beneficiaries
  • Consulting advice including contribution strategies
  • Azure Group specialist SMSF team prepares compliance, accounts, tax returns and arranges the fund’s audit.