Self-managed Superannuation Advice
Delta Financial Group Pty Ltd
Financial, Finance, Financial Planner
How we can help
The experienced team at Delta Financial can help you understand the potential benefits of an SMSF and decide whether it’s the right solution for you. We can also work in partnership with your accountant or our carefully selected networked of business partners to help take care of the administrative burden of starting up and running your fund, including:
■Choosing the right trustee structure — individual or corporate.
■Creating a trust deed, setting out the rules of the fund.
■Developing an investment strategy.
■Setting up an administration system to manage the fund’s investments and satisfy compliance reporting requirements.
■Managing your investment portfolio, including asset allocation and the choice of investments with each asset class.
■Managing contributions and pension payments.
Our role is to provide you with the ongoing support you need to invest successfully, with objective and knowledgeable advice, exclusive resources, and access to new opportunities. So you can enjoy the benefits of investing through an SMSF while remaining confident that your fund is compliant with constantly changing regulatory requirements.
, Financial Planner
, Financial Strategies
, Wealth Advisers