Self Managed Super - Life Financial Planners

Self Managed Super Funds

Self Managed Super Funds (SMSFs) are booming in Australia and in 2017 there are over 600,000 of them, controlling around $700b in assets. [Source: www.superguide.com.au, 19 September 2017] While popular, they are complicated and can be difficult to set up and run so it’s important to have the right planning in place to make sure all legal and strategic requirements are consistently met. Marijana Ravlich is an SPAA Accredited SMSF Specialist Adviser, who is skilled and experienced in setting up SMSFs from start to finish. There are many reasons to set up a Self Managed Super Fund and the flexibility and personal control they provide is very appealing, however with great power comes great responsibility. At LIFE Financial Planners we can help you determine if an SMSF is right for you. We can guide you through the entire process, with the experience and expertise to ensure your SMSF is set up correctly and starts working hard for you from the beginning.

Testimonials

Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.

We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.

We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊

We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!

We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.

We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.