From complexity to clarity

Navigating the world of SMSFs can feel overwhelming without expert guidance. At Consortium Private Wealth, we’ve spent decades helping clients maximise their SMSFs, offering a personalised service that turns complexity into clarity.

We’re committed to understanding your financial goals and crafting strategies that make your assets work harder for you. Together with our specialist partners, we streamline the establishment of your SMSF and optimise your investment structure. Focus on living and enjoying your life, while we handle the intricate details with utmost care.

investment advice

SMSF Advice

Consortium Private Wealth will match you and your needs with the right assets, whether they be shares, listed property trusts or cash & fixed interest.

Through our thorough research process we choose the best investments available for you.

We are passionate about providing investment advice for SMSFs that focuses on direct assets.

By utilising direct assets such as shares, property, or just simple term deposits, it provides investors with a clear understanding of how their money is invested for their benefit.

Furthermore, direct ownership can provide other potential benefits such as reduced ongoing costs and increased control over the funds tax outcomes.

SMSF advice

SMSF Administration service

Our SMSF administration service takes the responsibility for all of the yearly paperwork that you would have otherwise received.

When you have a portfolio consisting of between 15-20 assets, this can equate to a substantial amount on a yearly basis. These same investments are tracked via our online portfolio management system, which is updated on a daily basis and includes valuations, but more importantly retains vital tax records.

Our portfolio management system can assist in rebuilding a portfolio by entering the purchase dates and cost of each holding, enabling us to track the capital gains or losses of each holding within the portfolio.

Making investment decisions that take into account your tax outcomes can have a significant effect on your after-tax returns.

At the end of each financial year we will provide a consolidated tax report directly to your accountant for taxation purposes

It’s never too early to get control of your money

At Consortium Private Wealth we establish whether a SMSF is the most suitable superannuation structure for your personal situation. We will review your current superannuation policies to consider the level of assets, ongoing & potential redemption costs, and investments. We will also consider your other assets to increase the potential benefits of a SMSF, assets like commercial property and passive investments that affect your taxable income.

Self Managed Superannuation Funds are complex structures and are not suitable for everyone. SMSF are vastly more complex and onerous to manage on an ongoing basis when compare to either a retail or industry superannuation fund, so the decision to setup a SMSF should not be taken lightly.

A self managed superannuation fund is a concessionally taxed structure that has the sole purpose of providing retirement or death benefits to its members or beneficiaries.

SMSF’s are regulated by the Australian Taxation Office (ATO) and you can choose to manage yourself or with the assistance of professional advisors.

There can be no more than four trustees/members within a self managed superannuation fund and there are strict rules on where a self managed superannuation fund can invest.

How much money you need to set up a self managed super fund often depends on how hands-on you are? The more you can do yourself in terms of administration and investment decision-making the more efficient your fund will run, which can be around $250,000.

Where advice is required on an ongoing basis such as investment advice and administration services we would suggest a minimum of $400,000.