Free SMSF set-up (valued at $1,100*)
A self-managed superannuation fund (SMSF) enables you to have greater control over the way your super contributions are invested. It allows you to decide on the type and mix of investment, and the level of risk you are prepared to take to achieve your desired returns. Depending on your circumstances and the type of investments you hold, an SMSF may also offer some taxation and estate planning benefits.
Right now, when you establish your own SMSF through Markiewicz & Co., we will waive the initial set-up fee – a saving of $1,100.
Gain control of your financial future
The Markiewicz & Co. SMSF service provides you with a personalised solution to establishing and administering your own SMSF. It simplifies the process of running your own super fund, and provides you with access to the advice and research resources you need to help you achieving greater wealth for retirement.
Our comprehensive SMSF service includes:
- Ongoing tailored investment advice from your personal Markiewicz & Co. adviser
- Access to technical assistance with issues relating to managing your SMSF
- Management of all your fund's paperwork including tax returns, member contribution statements, audits and other regulatory returns.
Speak to us today about setting up your own SMSF – and SAVE!
* Some Conditions apply