Level 1, 27-31 Myer Street
Geelong Victoria 3220

Self Managed Super Funds for Geelong Locals

With retirement growing more and more difficult with each year, you want to make sure that you’re getting the most out of your superannuation as you enter a new stage of life.

A Self-Managed Super Fund can help put you in control of your superannuation, ensuring that your retirement is in the safest hands possible – your own. Get in touch with Geelong’s preferred financial planners at Arrow Financial Advice to see how our experience in self-managed super funds can benefit you as you prepare for your retirement.

Financial Advisors that Geelong can Trust

Superannuation is one of the most flexible and tax effective methods of saving for retirement. A Self-Managed Super Fund can allow you to control all the investment decisions involved for your Superannuation assets, with all members of an SMSF also acting as a trustee for the fund. When run effectively, a Self-Managed Super Fund can be more cost efficient and reap further financial benefits in the long term.

When you choose Arrow Financial Advice as a trustee of your Super Fund, our Geelong financial advisors will manage the broader Tax and Reporting obligations involved in your SMSF. This frees you from the convoluted jargon and statistics, and lets you focus on planning out the investment decisions that best meet your goals and objectives. With several years of financial planning and legal experience under their belts, our team of financial planners and tax accountants can ensure to provide you with the best self managed super fund advice for the Geelong region.

Contact Geelong’s Preferred SMSF Financial Planners Today

At Arrow Financial Advice, we understand that retirement can be one of the most overwhelming and emotional periods of your senior life. If you choose a Self-Managed Super Fund as your primary retirement fund, it is important to understand the ongoing obligations to ensure that your SMSF is compliant with taxation and legal requirements to avoid penalties and non-compliance. When you choose Arrow Financial Advice, we make sure that all taxation and legal requirements are effectively adhered to, allowing you to focus on enjoying your retirement to the fullest.

Our team of specialist tax accountants and financial advisors have served Geelong and surrounding areas with insightful Self-Managed Super Fund advice for several years, earning an established reputation as the region’s SMSF specialists. To discuss our range of superannuation services or simply find out more about how a Self-Managed Super Fund can benefit your retirement interests in the Geelong region, get in touch to speak with one of our experienced financial planners today.