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Invest your own way with a self-managed superannuation fund (SMSF). SMSFs are perfect for investors who want to be in control of their futures, diversify their portfolios, and secure generational wealth. With Gillett & Associates at your side you can take control of your retirement and build wealth on your own terms. As your personal advisor, we’ll work with you to ensure you’re working towards your financial goals as effectively as possible.
At Gillett & Associates we map out a plan with you, so you feel secure and on track with your investment. We have multiple funds to choose from, dependent on risk and can advise on what fund is best for you. We ensure you get strong returns, while our low flat fee structure means the gains you make aren’t swallowed up by unnecessarily high fees. Our Compliance Service will make sure that all facets of annual compliance are taken care of, including preparation of financial statements, income tax returns and audit requirements.
Explore wider investment options
Purchase large single
assets such as residential
property
Experience more control over what you contribute
Minimise transaction costs and capital gains tax
Protect your wealth during litigation or bankruptcy
Experience more control over what you contribute
Low flat fee structure
with all-inclusive advice and management
What you'll get
$ 3,300 +GST once off
What you'll get
$ 300 +GST/month
Let’s get together to understand your financial position and superannuation goals.
We’ll deep dive into your financial situation to tailor an effective SMSF strategy.
We’ll present a personalized, actionable plan for your SMSF.
We’ll handle the setup of your SMSF and manage all necessary compliance documents.
Let’s get together one more time to sign off on documents and provide any further guidance you need.
Let’s chat about how we can help secure your Future. To find out more about our self-managed super funds book a call with us today or express an interest in one of our funds
mail@gillettassociates.com.au
03 6431 8151
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