Specialist SMSF Assistance in Newcastle, NSW

For many people a Self-Managed Superannuation Fund (SMSF) is their first step to financial freedom because an SMSF provides choice and flexibility. At VBD we understand that people at every stage of their lives want tailored options that meet their specific goals, and more often than not an SMSF forms part of a well-considered financial plan.

CHOICE

An SMSF can be as easy or as complex as you want it to be, for many people SMSF choice is simply about control. They are just not happy leaving their financial freedom in the hands of someone they don't know, in a pool of investments that they have little or no say in.

With an SMSF you are in the drivers seat, you control what you invest in, when you invest, and how much you invest. A Specialist SMSF Solutions adviser role is to provide you with a map, to get you from where you are now to where you want to be. We will be there for the whole journey acting as your GPS, but at the end of the day you make the decisions.

Choice also allows you to control cost, as an example most managed investments including a broker share portfolio services include costs other simple transaction fees, typically a percentage of the amount invested.In your SMSF you could choose to set up a an online share trading platform and do your own trades.

FLEXIBILITY

An SMSF provides a broad range of investment opportunities just like industry and retail funds, but an SMSF can also provide you with an opportunity for direct asset ownership including residential and commercial property.

An SMSF also provides you with a number of pension options including Lump Sums, Transition to Retirement Pensions and Pensions.



Call us now on 02 4942 0200 to learn more about how we can help you step into a positive future. Click here for more information on our Specialist SMSF Solutions.


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"I moved my accounting to VBD over 5 years ago. It was a positive step forward for both Adamstown Cleaning and me personally, and I wish I had done this years beforehand. With the help of VBD and the introduction of processes I am getting more from the business with less effort. There is always someone at VBD to help and everyone is very professional and prompt." John Ray, Director, Adamstown Cleaning.

“Denton Engineering is currently taking advantage of the Business Building Program service provided by VBD Business, Tax & Wealth Advisers. VBD and Denton Engineering regularly work together to implement best-practice strategies to ensure that customers receive the best quality outcomes 100% of the time. Denton Engineering believes that the key to a successful business is to focus on the value you provide to your customers above all else.” Michelle Denton, Denton Engineering.

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