If you do not have a SMSF, or wish to transfer into a firm with an established track record of excellence in SMSFs, then please consider the following:
- Ability to leverage/borrow within your SMSF
- Increased Investment choice and flexibility
- Generally lower fees than Industry or retail funds
- Increased control over Investments
- Ability to purchase with SMSF monies direct property (commercial, residential, etc)
- On average, better performance than Industry and retail funds.
Commonwealth Government report titled Statistical Summary of SMSF (Dec 2009).
As one of Australia's leading SMSF specialists, our Advisers are trained, and experienced as Specialist Self Managed Superannuation Fund Advisors (SSA™) as designated by SPAA – Australia's peak SMSF body. At Maddern, SMSFs are a 'centre of excellence' where our Chartered Accounting division and our Private Wealth division combine for a seamless client outcome. We have over 300 SMSFs with combined assets of circa $1bn.
Maddern Financial Advisers Pty Ltd services include:
- SSA™ SMSF specialists
- Financial/Investment Advisers
- Estate Planning service
- A dedicated Private Wealth desk
- Property Investment service
- Loans division
- SMSF audit
- SMSF tax and accounting advice
Our SMSF offer will cover the following deliverables:
- Highly competitive brokerage charges on share trades (in most cases 0.15% or $44.00)
- Share research availability of five (5) major research houses
- Bespoke financial / Investment advice from your dedicated Private Client Adviser
- Property acquisition packages, specifically designed and tailored to facilitate and streamline the property acquisition process for a SMSF
- Tailored Tax/Accounting advice from your dedicated Chartered Accountant
- Dedicated service/support from your personal Private Wealth desk
- Total management of all the SMSFs paperwork, including tax strategies, tax returns, member contribution statements, investment strategies, audits, and all regulatory returns.
