A Self-Managed Superannuation Fund (SMSF) is a brilliant tool for building wealth. It has provided an incredible amount of freedom and flexibility to design and develop a wealth creation plan and investment strategy that suits your needs and objectives.
As a separate legal entity with a number of rules and regulations, the setup process is not as simple as clicking a button. Let the United Global Capital team take care of everything for you.
The following are the eight steps involved in setting up a Self-Managed Superannuation Fund.
Book a free assessment
In this 60 minute assessment we’ll provide some insights into how you can transform your current financial situation to realise your aspirations for yourself and your family.
Super & SMSF’s
We specialise in SMSF advice and administration and can provide access to Master Trusts, Wrap Platforms and Retail and Wholesale superannuation products.
Experts in creating frameworks to minimise tax and protect assets. We advise on and establish Companies, Trusts, Limited Liability Companies (LLCs), Partnerships and more.
We are specialists in analysing, structuring and advising on Life, Total & Permanent Disability, Income Protection, Trauma Insurance, Business Expenses and Key Person insurance.
Debt & Leverage
Accelerate your wealth accumulation safely using Mortgages, Lines of Credit, Investment Loans, Derivatives and Leveraged ETFs as well as effective Debt Management & Reduction.
Experts in estate planning strucutures and strategies including Pensions, Death Benefit Nominations, Wills, Powers of Attorney, Testamentary Trusts and more.
Budgets and Cashflow
We identify and advise on cash flow enhancement solutions through improved budgeting, cost savings, tax savings, investment, debt and cost restructures.
Please complete the form opposite to receive a FREE one hour assessment with a UGC adviser.
We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability.