Self-Managed Superannuation Funds (SMSF)

Taking control of your investments and superannuation can help to reach your retirement goals. IPG leverages SMSFs to maximise the tax benefits and yields.

For many Australians, SMSFs is a vehicle of choice to plan and save for their retirement. SMSFs provide greater avenues to control your own investment strategy to best suit your retirement goals.

When selecting a SMSF, immediate and future tax benefits come into play, as with administrative costs.

Learn more about SMSFs from the ATO.

When setting up a SMSF, IPG Advisors can assist with the entire establishment process as well as manage call compliance matters.

IPG offers the following services for SMSFs:

  • Establishment of Self-Managed Superannuation Funds
  • Completion of annual regulatory returns
  • Arranging annual superannuation audits (via¬†independent audit providers)
  • Advice concerning compliance matters
  • Advice concerning taxation benefits
  • Advice on employer obligations

Please note that IPG Advisors does not hold a financial services license, and therefore can not specifically advise on financial products, or whether a Self-Managed Superannuation Fund is right for you. If you would like to speak to a licensed financial advisor, please contact Mark Ivey who is an authorised and licensed representative of IPG Wealth Pty Ltd.

Contact us today for an obligation free meeting.


For further information on the services that IPG Wealth can provide please contact Mark Ivey who can guide you through the superannuation world.

IPG Wealth Pty Ltd – ABN 32 613 001 791. IPG Wealth is a Corporate Authorised Representative of Optimus Financial Advisory Pty Ltd ABN 72 147 388 574 AFSL 389663