At Providence Investment Partners, we understand that self-managed superannuation funds (SMSFs) can be a powerful tool for building wealth and securing your financial future. While we do not establish or manage SMSFs directly, we work closely with a network of professionals to provide our clients with access to expert advice and tailored solutions.
Through our network, we work with accountants, SMSF administrators, and financial planners who will help establish and manage your SMSF, ensuring compliance with Australian Taxation Office (ATO) regulations.
Once your SMSF is established, we can assist you in identifying and acquiring investment properties that align with your long-term financial strategy. Our expertise ensures that you are presented with high-quality opportunities that meet SMSF investment guidelines.
Providence Investment Partners does not provide SMSF setup, financial advice, or tax advice. Our role is to connect clients with qualified professionals who are licensed to provide these services. We recommend consulting with a financial planner or accountant before making any decisions regarding your superannuation or SMSF investments.
Providence Investment Partners holds a Certificate III in Financial Services, allowing us to provide general information about superannuation. However, this does not constitute financial advice. We encourage all clients to seek independent advice tailored to their specific circumstances.
