Self Managed Superannuation Funds

Self Managed Superannuation Funds (SMSF’s) can provide some people with the control, flexibility, tax efficiency and cost savings that they need.

One size does not fit all though, so it is important that you discuss with us whether a SMSF is right for you.At CSP we are experts at helping you make smart decisions with your money.

Self Managed Superannuation Funds can provide a sophisticated and innovative framework upon which to achieve this.

 

We work closely with clients to ensure that their Self Managed Superannuation Fund:

  1. Is appropriate for their personal situation
  2. Is compliant with relevant legislation
  3. Has an effective investment strategy which fits the fund’s identified needs and objectives and considers your wealth protection needs

We continuously ensure that we are up-to-date on legislative and technical issues. Our CEO Lachlan St Clair holds a Professional Certificate in SMSF from the University of Adelaide,  is a member of SPAA, the Self-Managed Super Fund Professionals’ Association of Australia, and is also a Certified Financial Planner.

You can be assured that your superannuation is in good hands.

 

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  • quote I really appreciate that Lachlan provides plain English explanations on the whole process which gives me more confidence and understanding of the advice given. quote Jenny Mitchell
  • quote CSP provides an excellent Super Advisory service. quote Michael Martin
  • quote CSP are very efficient & knowledgeable. Big on experience but still small enough to care about the smaller investor. quote Maurice Kerkham
  • quote I was very happy with the service from CSP on advising me with my Super, and what would be the best for me at my age. I was presented with a report which I was happy with and agreed to. I would recommend CSP to anyone. quote Denise Gilder