How SMSFs can be used to solve business problems.

Our expertise extends beyond compliance and problem solving SMSF performance issues. We have also helped the trustees of our clients with complex SMSF related business problems.

We will clarify the rules that apply to their circumstances, and ensure the ATO and ASIC are happy.

Our role is to help you provide wealth-creating and ATO-compliant SMSF advice and solutions for your clients.

These SMSF case studies* outline practical scenarios that may help spark your own ideas on ways you can help your clients achieve their goals.

*These case studies provide a summary only and should not be considered a comprehensive statement on any matter or relied upon as such. The advice provided on this website is general advice only. 

If these SMSF case studies spark ideas or questions call on 1300 874 787 and Joel will be happy to advise.

Contact Joel