Are you optimising the benefits of your SMSF?

Take back control of your SMSF & your wealth with Maven Advisors.

The rules and regulations surrounding SMSF can be tricky to navigate, especially when looking to invest in assets such as property. Our accredited advisors specialise in SMSFs, assisting you with tax strategies & compliance, putting you back in control of your Super Fund. We can help you manage, mitigate risk and implement a practical plan to optimise your investments for maximum growth.

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Maven Advisors Expertise and experience with SMSF guidance and advice

Receive quality support and advice when you connect with us.

For personalised, informative advice on your SMSF, book a call with one of our accredited advisors. We're committed to answering any of your questions and concerns by sharing our expertise and guidance. We're based on the Mid North Coast and offer in-person appointments or online calls over Zoom.

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Clients who choose Maven Advisors for help with their Self Managed Superfund receive a full range of support and guidance to help build their future wealth.

Specialist Accreditation

When it comes to SMSF's, specialist accreditation is vital. Our SMSF accredited specialists are trained and armed with the necessary knowledge to ensure you get the most from your SMSF without any hiccups along the way. As accredited specialist we think outside the square and work with you to optimise your SMSF.

Government Compliance

We are highly informed on the government regulations regarding SMSF's. Without our expert advice, you can find yourself facing severe penalties or adverse tax consequences for failure to adhere to these constantly changing rules. Errors can be costly to correct. We work through this and communicate with you on what needs to be done.

Communication

We believe communication and openness is the best way to support you and your SMSF. With Maven, we don’t charge you fees each time you need simple direction or questions for us to answer. Our services are comprehensive, which means we encourage you to keep in touch and reach out when you need to.

Growth

Growth is the goal with your SMSF. We provide tax and structure advice, guidance that allows you to take appropriate risks to see growth, yet we will always be open and honest when it comes to unnecessarily risky choices. Change is part of Growth, as SMSF Specialists this is where we shine.

Family Focused

Family is important to you and it’s important to us. Building your future retirement means you’re taking important steps towards ensuring the financial security of your family. We recognise how important it is to you and make it our goal to support you in those efforts including estate planning.

Personalised Approach

No two clients or SMSF's are identical. We listen to you to find out your goals, tailor your taxation & structure recommendations and further discuss how these outcomes look to you and your family. Our free trustee education portal provides information pertaining to where you are along your own personal SMSF journey.

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