Chris Humphrey Private Wealth Management

Our SMSF strategy advice is independent of our SMSF administration service in that we are happy to provide SMSF strategy advice to SMSF trustees that we don’t provide SMSF administration for.

In addition to our Self Managed Superannuation Fund expertise we also consider ourselves superannuation fund experts.  We consider general superannuation expertise as paramount to that of an SMSF adviser so that if we believe an SMSF is not appropriate for a superannuation member we can recommend them the most appropriate alternative solution.   

What we believe

• The opportunity cost of not receiving quality and proactive advice should never be under-estimated,
• There is plenty of bad superannuation advice provided by the superannuation industry with the vast majority of bad advice a result of no advice if you have an SMSF,
• Events issues such as trustee incapacity and death have to be planned for. Not planning for such possibilities is akin to having a car without insurance,
• Many SMSF members would be better off in either an industry superannuation fund or a retail superannuation fund, and
• Quality advice has a price.

More about us