SMSF

BPW provides specialist services to SMSF trustees. As an accredited Self-Managed Fund Specialist Adviser – SSA® Paul Barsden can assist SMSF trustees with their strategic and management requirements, including:

• SMSF Establishment & Administration

• Limited Recourse Borrowing Arrangements

• Investment Strategy – Drafting & review

• Trustee Duties & Obligations – interpretation of legal requirements 

• Portfolio Management

• SMSF Estate Planning

• Pre-retirement & retirement planning