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Self Managed Super

Self Managed Super

At BHA Financial Planning we are experts at helping you make smart decisions with your money.  Self Managed Superannuation Funds can provide a sophisticated and innovative framework upon which to achieve this.

We work closely with clients to ensure that their Self Managed Superannuation Fund:

  1. Is appropriate for their personal situation
  2. Is compliant with relevant legislation
  3. Has an effective investment strategy which fits the fund's idetified needs and objectives and considers your wealth protection needs

We continuously ensure that we are up-to-date on legislative and technical issues.  Our CEO, Paul Broeren is a member of SPAA, the Self-Managed Super Fund Professionals’ Association of Australia. He is a member of FPA and is also a Certified Financial Planner so you can be assured that your superannuation is in good hands.