We know you’ve got a lot to think about. But we’re here to remind you to think about yourself too.
Self-managed Superannuation can benefit you.
At YIELD, your future is our business. We specialise in providing business advice, superannuation and taxation solutions, investing in your financial health. A Self-Managed Superannuation Fund (SMSF) can benefit you now and into the future, but there’s a lot to know.
An SMSF is a super fund managed by you, allowing you to control the investment strategy of your fund. It provides greater flexibility in terms of investing the fund’s assets, retirement income options and estate planning.
However, alongside additional potential benefits come additional responsibilities. We understand you have other priorities, so this is where the YIELD team comes in.
Whilst you work right now on your business, we’ll be right here working on your future.
Designed by you.
We are skilled superannuation advisory experts, with your end goals in mind.
Our goals for you are tailored to your specific needs and wants, current and future. Our expertise lies in providing you with enough information to make the best choices and then implementing supportive action customised to suit.
Working for you.
It’s easy to get so distracted with life, business, family, deadlines and ‘the right now’, that you don’t make space to consider your future.
If there’s one thing we’ve all learned through recent times it’s that things can change. In a month, or in a heartbeat.
A Self-Managed Super Fund will give you greater flexibility and control over the investment strategy of your superannuation. We will provide expert assistance with your perfect SMSF set up, and anything this requires. We are working on your future, with you.
• Setup and establishment of SMSF
• SMSF administration
• SMSF compliance with the SIS Act and Income Tax act
• SMSF Fund return preparation
• Registered SMSF Auditor
• Risk Insurance advice through our joint venture partner Halpin Wealth Financial Services.
Based in the Barossa, we are a trusted local team invested in seeing our community thrive.
Led by experienced advisors Matt Whitelum, Amanda Westbrook and Brett Johnson, our team is committed to maximising your future financial health. Take the first step and contact our team today.