Self-Managed Super Fund Advice and Administration

As the name suggests, a self-managed super fund is one that the members manage for their own benefit.

Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).

Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.

Charles Pillay

Director and Financial Planner

Charles is a Certified Financial PlannerTM – who specialises in Life Insurances and the Estate Planning issues. Charles is also a licensed Credit Advisor and provides advice on all aspects of Residential and Commercial Lending.

Charles Pillay has been working in financial planning for over 20 years – as a Bank Manager with the Abbey National in the UK, as a Private Banker with Westpac in Australia and running his own firm Catalyst Wealth Solutions since 2011.

Charles Pillay is an authorised representative (242831) of Lifespan Financial Planning Pty Ltd (AFSL 229892).

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