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.

Max Reinhardt

Financial and Mortgage Adviser

Max has 16 years experience in the finance and lending industry of which 12 years has been in financial advice. Max attained a Bachelor of Economics honours degree at The University of Sussex in 2004, after which he settled in Australia with his family. Max has never stopped studying as he is always looking at ways he can better assist his clients and has studied many courses in financial advice, lending and technical analysis as he continues to try and stay ahead of his competitors in terms of the knowledge he can share with his clients.

Max's direct number is 0420 756 401.

Max Reinhardt is an authorised representative (301999) of Sambe Investments Pty Ltd T/A Capitalwise Financial Services & Capitalwise Home Loans (AFSL 478766).

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