We are passionate about and specialists in Self Managed Super Funds. Important things like your SMSF can get as complicated and difficult to manage as you let them.  Pekada planners, are well versed in the strategic, legislative, technical and compliance sides of SMSF so we can take it all off your hands or just one or two in-depth aspects.  It’s up to you.

 

Pekada are specialists in all parts of the Self Managed Super Fund process and can assist with:

  • Establishing a new SMSF
  • Trust Deeds: new and review of existing
  • Trustee structure: Corporate vs Individual
  • Development and Management of your Investment Strategy
  • Investment portfolio construction and ongoing management
  • Contribution strategies
  • Pension strategies
  • Insurances
  • Portfolio Administration

With your specific goals in mind, Pekada will weigh up your options, gauge your appetite for risk versus reward and help set you on the path to wherever it is you’re hoping to go.

It’s your future but it’s our partnership and we’re heavily invested in you.

Wealth Collective trading as Pekada (ABN 95 624 612 684), corporate authorised representative (CAR), number 1263725, is authorised to provide financial services on behalf of Communitas Wealth Pty Ltd.

The information provided on this website is general in nature and does not constitute advice. You need to consider with your financial situation and your particular needs prior to making any strategy or products decision. Pekada will endeavour to update the website as needed. However, information can change without notice and Pekada does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time Unless otherwise specified, copyright or information provided on this website is owned by Communitas. You may not alter or modify this information in any way, including the removal of this copyright notice.