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  • Phone: 02 4782 1148
  • Fax: 02 4782 4766
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Self Managed Superannuation Funds

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 Services 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.

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Our self-managed superannuation services include:

 

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

 

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