Self Managed Super Funds (SMSF)
Trusted Guidance for a More Confident Retirement
When used effectively, a Self-Managed Super Fund (SMSF) can be a powerful tool for wealth creation and retirement planning. At Coastal Wealth, we provide the trusted guidance you need to manage your SMSF with confidence—ensuring it aligns with your goals, life stage, and investment preferences.
We take the complexity out of managing your SMSF so you can focus on building long-term value and enjoy peace of mind knowing your fund is being looked after with care and expertise.
Our SMSF Services Include:
- Personalised investment advice tailored to your SMSF strategy and retirement goals
- Guidance on investment platforms that simplify reporting, tax returns, and audits
- Ongoing support to transition your SMSF through different life stages—saving, pre-retirement, and retirement
- Insurance recommendations for SMSF members to protect your financial future
- Collaboration with your accountant and auditor to streamline administration and reduce paperwork
With Coastal Wealth by your side, your SMSF becomes more than just a retirement structure—it becomes a strategic part of your wealth creation journey, backed by professional support and sound advice.