SMSFs

SMSFs

dnm group includes accounting professionals with an Australian Financial Services (AFS) licence. This authorises us to legally provided financial product advice, provide financial products, and operate a registered scheme.

We’re here for you while you build wealth. We provide you with accurate, reliable information so you can achieve your goals quickly. We are experts in Self-Managed Super Funds and can help you with the following:

 

Establish a Fund

dnm group will advise you if an SMSF suits your personal circumstances. If appropriate, we explain which super investment options and funds best suit your needs. We also determine which super structure will perform for you and help you roll over assets into a single fund.

 

Determine Contributions

Our financial professionals will review your financial situation and recommend viable ways to make super contributions without diminishing lifestyle. If you’re a salaried employee, let us advise whether a salary sacrifice arrangement suits your goals and calculate whether similar benefits provide sufficient value.

 

Follow Best Practices

dnm group will help to determine when and if you should start your super pension or TRIP pension. We can calculate how much pension you need based on your current balance, life expectancy, and other demands. We also analyse whether you’ll benefit from a lump sum withdrawal instead of pension payments.

 

Our accountants can also recommend the best course of action to exit your SMSF to minimise tax and ways to preserve wealth.

 

Choose Investments Wisely

dnm group partners with investment experts to offer a complete range of investment options. We will craft a tailored investment strategy and recommend specific assets. We may also recommend a limited recourse borrowing arrangement through a third party lender.

 

Protect Your Estate

dnm group wants to ensure you protect your accumulated SMSF wealth. We partner with hand-picked professional legal firms who can prepare the appropriate documentation for a binding death benefit nomination.