Self Managed Super Fund (SMSF) Advice
Managing your own super fund gives you greater control, flexibility, and responsibility.
At Tupicoffs, we work with clients who want their wealth to work harder, whether you already have an SMSF or are considering one for the first time.
Our advisers specialise in helping high-net-worth clients make the right SMSF decisions. Whether that is to establish, manage, refine, or even close their SMSFs with clarity and confidence.
Is an SMSF right for you?
An SMSF can provide flexibility, but it isn’t suitable for everyone.
We’ll help you assess if a SMSF aligns with your investment goals, time availability, and compliance responsibilities. If a traditional super structure better suits your needs we will advise you and help ensure the best outcome for your retirement.
Our financial advisers will ensure that you understand and can navigate the complexities of running your own super fund, and advise you about building a portfolio that supports your long-term financial goals.
Establishing an SMSF
We work with our clients to establish if an SMSF is the right solution for them.
From trust deed creation to investment strategy formulation, Tupicoffs manages every step of SMSF establishment.
Our advisers coordinate with accountants, administrators, and legal professionals to ensure your fund is properly structured and compliant from day one.
SMSF Management
Running a SMSF is an ongoing responsibility.
We provide strategic advice on:
Portfolio construction and diversification
Contribution and pension strategies
Asset protection and insurance
Estate planning and succession considerations
Compliance obligations
You’ll have peace of mind knowing your SMSF remains compliant and optimised over time.
Independent, Experienced Guidance
As one of Australia’s most awarded independent financial planning firms, Tupicoffs is uniquely positioned to provide unbiased SMSF advice.
We receive no commissions and operate solely on a fee-for-service basis, ensuring every recommendation is made in your best interest.