Wealth Creation

Our team works in partnership with Unison Financial Group and Centric Wealth Advisors to provide real financial advice that helps you achieve your personal, family and business financial objectives

 

We’ll work with you to provide a carefully structured and integrated wealth, tax, and asset-protection plan, plus ongoing advice to support you, your family and your business needs.

 

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Wealth Building

To build wealth you need to know how best to use and leverage your financial resources. Don’t wait until you have saved up enough to buy an investment property before seeking financial advice. Wealth creation begins from day one, with small easy steps, to start building a safer financial future for you and your family.

Financial Planning

Sound financial planning is the key to long-term wealth creation.

Our financial advisors have a wealth of knowledge and expertise.

We’ll assess your situation and existing resources to build a financial plan you can live with.

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Self Managed Super Funds (SMSF)

Self-Managed Superannuation Funds are some of the largest and quickest growing industries in Australia at present. To take the decision to manage your own retirement fund is no small feat and on-going education and support is crucial if you are to maximise your investment returns. Most critically, you must be aware of the ATO’s laws concerning SMSF’s so talk to one of our independent advisors to get help with trust management and structural advice is a step in the right direction.

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Financial Planning 

Sound financial planning protects you, your family and your future.

Wealth creation needs a robust structure in order to reap rewards. Planning out a sound financial strategy based on your needs and situation is the bedrock of wealth building.

We help people from all walks of life, including:
Salary & Wage Earners: Do more with your cash flow, reduce your tax bill, leverage your time, and make better investment decisions.
Business Owners: Structure your assets and cash flows to build personal wealth and extract maximum value from your business.
Self-Funded Retirees: Make prudent decisions to fulfil your important goals, and maintain your desired lifestyle through your retirement years.

Financial Planning Services 

There are many avenues open to you for wealth creation but choosing the right one and managing your investments is critical in building and protecting wealth.

We work in partnership with Unison Financial Group and Centric Wealth Advisors Pty Ltd. to deliver financial planning services that include:

  • Wealth management, direct shares, direct property, superannuation, tax planning, personal and business insurance, finance, and estate planning
  • Competitive pricing charged on a fee-for-service basis
  • Cash flow and budget planning
  • Using surplus income to make extra payments on a home loan or super contributions
  • Consolidating your super funds into one account
  • Using equity in property you own
  • Setting up a Self-Managed Superannuation Fund (SMSF)

 We understand that everybody’s situation is different so we take the time to build the right financial plan for you and your family to help secure your financial freedom in years to come.

Self Managed Super Funds

Is a Self Managed Super Fund right for you?

Our SMSF advisors can help you decide if this type of investment is the right choice for you. We’ll listen and work to fully understand your personal circumstances before making any recommendations.

If you’re involved with, or considering starting an SMSF, you should be aware that the Australian Tax Office (ATO) has a series of very tightly controlled laws governing what can and cannot be done with an SMSF.

 

Strategic, trusted SMSF advice.

As you enter into the SMSF minefield, it’s critical to get trusted advice – to ensure the best return for your investment and protection for your future retirement, while also complying with the ATO’s strict regulations around SMSF’s.

We’ll help you with strategic SMSF advice because we believe in order to succeed, you should make the right opening moves, be prepared to check your strategies regularly, make changes where and when necessary and most importantly, seek advice from a trusted source.

Safe SMSF investment strategies.

We have been advising our clients on the best and most profitable SMSF investment strategies and trust structures for many years. If you want to make the most of your retirement savings it pays real dividends to have a knowledgeable and trustworthy SMSF advisor on your side – guiding you every step of the way.

What we can offer

We offer the full suite of SMSF services, including:  

  • SMSF setup and establishment
  • Annual tax compliance (done in-house by our team and not offshore)
  • Limited Recourse Borrowing Agreements (required for lending within an SMSF)
  • Annual SMSF Audits by a registered Auditor
  • Wealth Creation and Protection Services 
  • Financial Planning to ensure that you’re getting the best from your SMSF

Peace of mind and greater control of your future.

We believe in empowering our clients so that they feel in control of their lives. That’s why we regularly run educational sessions on different topics relevant to SMSF, wealth creation and preparing for retirement.

Ask us about how we can help you set up the best SMSF plan for you and your family.

New Laws Governing The Provision Of SMSF Advice
Effective from 1 July 2016, the Australian Securities & Investments Commission (ASIC) requires that all accountants who work in the area of SMSFs and provide their clients with any form of strategic advice, must be formally licensed with ASIC to do so. Consequently, we are very pleased to announce that Negotiis Wealth Advisor is licensed with Unison Wealth Management (AFSL No:28621) to provide all of your SMSF advice services.

Kim Deneys, our consultant in SMSF Advisor, has also attained the required licensing educational requirements to provide you with expert strategic advice. You can read more about Kim and our services in his Adviser Profile and Financial Services Guide.

As part of these new regulations any strategic advice provided, may require the issue of a formal Statement Of Advice (SoA). We will inform you if this is necessary and of any costs involved prior to commencement. These new ASIC requirements provide Negotiis Wealth Advisory with the opportunity to deliver a comprehensive service to clients who either have an existing SMSF, or are considering establishing and SMSF.

Want to know more about SMSF investment strategies?

Get in Touch

Send us a message and let us know how we can assist you with your financial, tax or accounting needs.