Tailoring Self Managed Superannuation ("SMSF") solutions is a vital part of getting the most out of a SMSF. We specialise in adapting and tailoring SMSF solutions so that there is an alignment with your long-term wealth creation goals, Estate Planning, protecting you and your family and getting the investment mixtures right.
Thinking of setting up a SMSF?
We all know super is one of the most (if not all) fundamental ingredients added to investment and retirement strategies. The tax advantages of creating wealth through super when you are working, and tax-free income after you retire are very attractive.
So, if you want to take the next step to manage your own super using a SMSF you are in great hands.
We have been establishing SMSFs for many years and are experts in the provision of advice and strategy, tapping into our well-developed network of legal firms using the latest SMSF trust deeds.
Just remember, it is essential to take advice on how best to structure your superannuation arrangements when deciding to manage your own super using a SMSF.
Azure Group Wealth offer a range of services and advice to support, grow and administer your SMSF including: Personal super-wealth creation, contribution strategies, retirement strategies, super pensions, and Estate Planning.
Looking for an alternative to your existing SMSF advisers?
Following the Royal Banking Commission, many people who have relationships with large banking and financial institutions are questioning their current SMSF arrangements.
Azure Group Wealth is able to offer an independent review and assessment on your current arrangements if you are seeking a second opinion.
We are privately owned and have no affiliation or ties to any major financial institution and as part of our company ethos, we practice best interest advice and adhere to a strict code of conduct and ethics.
SMSF set up
Azure Group Wealth have in-depth experience in establishing SMSF funds for our clients and will work with you to ensure it is a seamless process.
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.
Azure Group Wealth has significant experience in assisting SMSF trustees with using super to purchase property and has an investment property referral network and a well-established law firm alliance partnership to facilitate transactions.
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
Azure Group Wealth Pty Ltd ABN 29 162 120 569 is an Authorised Representative of AVALONfs Pty Ltd ABN 43 162 297 298, Australian Financial Services Licence No. 437518. AVALONFs Pty Ltd Financial Services Guide