SMSF Advisory and Investing Services

ANIG Wealth Management provides SMSF advisory and asset allocation advice for retail clients with a minimum or combined superannuation balance of $200,000.

Our accredited SMSF specialist advisers and nominated SMSF accountants offer specialist advice, SMSF accounting, administration and auditing services to help you manage your superannuation fund. Our personalised approach gives you control over your portfolio and the assurance to make important decisions.

Personalised Support from Our SMSF Adviser

If you manage a self-managed superannuation fund, you must have it audited annually by a registered SMSF auditor. ANIG WM can review your SMSF's financial records and provide a referral to professional SMSF accountants and auditors to ensure compliance with superannuation rules. For comprehensive and up-to-date documentation regarding SMSFs, refer to the ATO's 36-page introduction article on 'Running a self-managed super fund'.

Who can benefit form a Self-managed Super Fund (SMSF)?

SMSFs can be a viable investment option for individuals or couples with a combined superannuation balance of at least $200,000. Although an SMSF is more cost-effective with higher balances, $200,000 is the minimum balance our advisers suggest. Getting advice from an SMSF adviser before establishing a self-managing super fund is essential.

ANIG WM is the home of professional Financial Planners and SMSF-accredited Advisers. With our personalised approach, you can trust that your financial future is in good hands.

Choose ANIG WM As Your Financial Advisory Group for your SMSF advisory and asset allocation services.

An ANIG WM SMSF Adviser can assist you in establishing an SMSF, and our associated accountants can provide you with administration and auditing services. We can help you reduce costs and ensure your fund is in the best position to support your investment journey.