Centric Wealth

your interests, our focus

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Self Managed Super Funds

Our Self Managed Super Fund (SMSF) service offers the following:

  • Establishment of SMSF
  • Investment Strategy - review and implementation
  • Investment Advice and Opportunities
  • Strategic Planning
  • Trust Deed Review
  • Pension Planning

We can assist you with the establishment and ongoing management of your SMSF and put in place the most appropriate strategy to suit your specific objectives and goals. We can also assist you with understanding the benefits, obligations and responsibilities of this type of structure.

If you would like to discuss or find out more about Centric Wealth's SMSF Solutions please contact one of our Advisers or email info@centricwealth.com.au


Read more about Superannuation and Retirement Strategies

Planning for Retirement
Transition into Retirement
SMSFs
Our Wealth Advisers