Take real control of your super and have your retirement handled as one coordinated plan, built right from the start and kept that way for the whole run

Whether a self-managed fund actually does that for your situation comes down to a few specifics most people sitting in a default fund never get walked through.

Answer these few questions accurately to see if you qualify.

Over 20 years dedicated to self-managed super SSA & CFP qualified directors Coordinated with your own accountant Australia-wide by phone or video

Why Merit Planning East

A financial planning practice that has specialised in one thing for over 20 years.

In specifics

  • Specialty Self-managed super for people whose situation has outgrown a default fund. Assessing suitability, setting the fund up properly, and managing it for compliance and performance as part of an integrated wealth plan.
  • Directors Two SMSF-specialist directors. One is a qualified SMSF Specialist Adviser (SSA) with the SMSF Association; the other a Certified Financial Planner (CFP). Both have spent their careers on exactly this work.
  • Model Financial-planning advice combined with an accounting perspective, coordinated directly with your own accountant and lawyer so your super, tax, succession and estate are handled as one plan rather than four disconnected ones.
  • Who it suits High-net-worth individuals and business owners with a meaningful balance who want genuine control over how their retirement money is invested and structured. An SMSF tends to suit balances above $200,000.
  • Footprint Sydney CBD practice serving clients Australia-wide by phone and video. Authorised representative of Merit Wealth Pty Ltd (AFSL 409361).