Self Managed Super Funds

Today's management decisions of your super significantly impacts your retirement choices

How you manage your super today will have a significant impact on the choices you have in retirement. Today, there are more than 1 million Australians who have decided to take charge of their super and run their own self-managed superannuation fund.

Richards Financial is the leading self-managed superannuation specialist in the Blue Mountains. With four experienced staff members having specialist experience in self-managed superannuation, there is always a highly qualified member of our team available to provide expert advice.

Our self-managed superannuation services include:

• Accounting and taxation requirements
• Audit of funds

Whether you’re single, a couple, a large family, employed, or running your own business, we can provide you with spot-on assistance with your SMSF. Find out how to take control of your super, access a wider range of investment options and implement effective tax strategies.

We are authorised to provide the following services as a representative of Merit Wealth

• Establishment and management of self-managed superannuation funds
• Transition to retirement advice
• Review and updating trust deeds
• Full access to investment advice and research via our financial planning division

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.