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Self Managed Super Funds (SMSF)

Unsure if a Self-Managed Super Fund (SMSF) is the right strategy for you? We specialise in guiding you through the complexities and opportunities of managing your retirement savings.

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Gain control over your retirement strategy

An SMSF offers unique benefits such as direct property ownership, giving you greater control over your investment strategy and potential tax advantages. Navigating the responsibilities of an SMSF requires expertise. We help you assess whether establishing an SMSF aligns with your financial goals and risk tolerance. For existing SMSF owners, we offer comprehensive ongoing support to optimize your fund’s performance and compliance.

From initial setup and investment strategy formulation to ongoing management and compliance, we provide a full spectrum of SMSF services tailored to your needs.

“Kerrod has been incredible to deal with. He is knowledgeable, genuine, listened to us and very thorough for the 5-year plan. I would definitely recommend Tenex Wealth to others!”

Krystal W

“Kerrod at Tenex Wealth is a 10/10. Despite sitting in an office most days one could say he really stands….. he’s an outstanding, understanding and upstanding bloke. Definitely recommend to anyone looking for a financial planner.”

Daniel M

“I highly recommend Kerrod from Tenex Wealth. We have had an excellent experience, the process and communication along the way has been smooth and consistent. Kerrod has gone above our expectations and we are excited for our future outcomes. Best in the game.”

Janis R

“The advice I received from Kerrod helped me understand my financial situation better and allowed me to start making an informed decision on starting my process towards retirement (earlier than I had first thought). With Kerrod’s help and guidance I feel confident in the decisions I’m taking and would recommend their services to anyone needing financial advice.”

Jon W

Helping our clients make the most of their resources

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superannuation
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Self-Managed Super Funds
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Insight Investment Partners AFSL 368 175 Authorised Representative: 1304451 Corporate Authorised Representative xxx Tenex Wealth Wealth Pty Limited ABN 32 674 328 619
This website contains general advice only. Please contact me to determine whether the information is appropriate for your particular needs, financial situation or objectives prior to making a decision.