Self Managed Super Fund (SMSF) Advice

Adam Mondy is a SPAA (SMSF Professionals Association of Australia) Specialist Advisor

SMSF’s are a unique and often complicated vehicle and specialist advice is a must.

SMSF’s can be highly beneficial for some people in their long term financial life.

Is a SMSF right for you? We’ll review your current financial situation, your anticipated earnings and tax liabilities and your retirement goals to provide definitive advice on the best way forward, then help you set up and manage your SMSF for optimal results.

We’re not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.  

In addition to Adam, we have professional associations with highly experienced SMSF accountants, auditors, lenders and technicians to bring you unparalleled service and expertise in this area.

Planning to Build your Wealth

Get our process information


Try Our Risk Profile Questionnaire

Are you looking to make informed decisions about your investments but not sure where to start?


So - you haven’t won Lotto yet?

Our Guide to Financial Benefits will give you an indication of the ways we have helped others in similar situations