Self-Managed Super

We assist our clients with an end-to-end solution, helping them establish a Self-Managed Superannuation Fund and take control of their retirement. With access to a team with a wealth of experience, you can rest assured that the most suitable structure and strategy is put in place.

Is an SMSF right for you?

Establishment of fund

Structuring of personal insurance cover and beneficiaries

Develop investment strategy

Limited recourse borrowing arrangements

Areas we can assist

Meeting and maintaining compliance obligations

Direct property investment

Strategy implementation

Arrange trust deeds

Estate planning

Why work with us?

Strong industry relationships

Access to our in-house specialised SMSF lending team

Live performance updates

Ongoing account keeping and management

Highly experienced and qualified advice team

Integrated reporting and accounting software

Access to our property research team

Highly experienced and specialised team

 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959 
ActOn Wealth is a privately owned boutique financial planning firm. Our number one focus is our clients.
We strive to provide an exceptional service to help you achieve financial security and prosperity.
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© Copyright ActOn Wealth 2019. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734.  Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.