Self Managed Superannuation Fund (SMSF) Services

Self Managed Superannuation Funds (SMSF) can provide you with control, transparency and flexibility with your super however it also comes with strict rules and ever-changing regulation.

As Chartered Accountants and Financial Planners, HC Partners are in a unique position to assist with:

  • Determining whether an SMSF is right for you
  • Establishing an SMSF
  • Providing advice on pensions and contributions
  • Reviewing your current investment strategy
  • Assisting with the purchase of properties including appropriate structuring
  • Limited Recourse Borrowing Arrangements (LRBA)
  • Personalised investment advice

Intergrated, Personal Advice

As you are in control, you have the flexibility to invest in a wide range of investments either through your own research into shares and properties familiar to you, or in combination with a Financial Planner at HC Partners.

Authorised Representative

HC Partners Financial Services Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 AFSL 246934. For a copy of our latest Financial Services Guide, click here. To better understand our relationship with Lonsdale, please click here