Services We Offer

Self Managed Super Funds

A Self Managed Super Fund (SMSF) can provide greater flexibility, investment choice and control over your retirement savings. At Arrow Financial Advice, we help individuals, families and business owners determine whether establishing an SMSF is the right strategy for their financial goals. From setting up a new fund to developing investment strategies and planning for retirement, our experienced advisers provide personalised advice tailored to your circumstances.

An SMSF offers the opportunity to take a more active role in managing your superannuation, but it also comes with important legal and compliance responsibilities. Our advisers work alongside trusted accounting professionals to help ensure your fund is structured correctly while supporting your broader Financial Planning, Investments, Retirement Planning, and Estate Planning objectives.

Whether you’re considering establishing your first SMSF or reviewing an existing fund, Arrow Financial Advice can help you make informed decisions with confidence.

Our SMSF services include:

• Self Managed Super Funds (SMSF)
• SMSF Establishment
• SMSF Investment Strategies
• Ongoing SMSF Advice
• Retirement Planning
• Pension Strategies
• Superannuation Advice
• Investment Portfolio Reviews
• Wealth Creation Strategies
• Liaising with Accountants and Auditors