Managing Longevity Risk

We understand the importance of managing longevity risk when it comes to your SMSF. That's why we offer a service that helps you determine the best way to manage your assets over the expected lifetime of your SMSF using various scenarios. With our help, you can rest easy knowing that your SMSF is in good hands.

Financial Projections

In addition to managing longevity risk, we also offer financial projections for your SMSF assets. Our projections illustrate the future financial performance of your SMSF assets using various scenarios, providing you with a clear picture of your retirement savings and helping you make informed decisions.
Don't leave your SMSF to chance. Trust the experts at our firm to provide you with the guidance and support you need to optimize your retirement savings.

Contact us today to learn more about our SMSF services and how we can help you achieve your financial goals.


  • What is a Self-Managed Super Fund (SMSF)?

    · A SMSF is a type of superannuation fund where the members of the fund are also the trustees and are responsible for the management and administration of the fund.

  • How can your firm help me manage my SMSF?

    Our team has a wealth of experience working with SMSFs and can provide services such as managing longevity risk and financial projections to help you optimize your retirement savings.

  • Are there any restrictions on the types of investments I can make with my SMSF?

    · Yes, there are certain restrictions and regulations that apply to SMSF investments. Our team can advise you on the best investment options for your SMSF based on your unique circumstances and goals.

  • How do I know if a SMSF is right for me?

    A SMSF may be a good option for you if you have a significant amount of money to invest, want more control over your investment choices, and are willing to take on the responsibilities of being a trustee. However, it's important to consider all options and seek professional advice before making any decisions.