Self-Managed Super Funds

At Hartley Financial, we are focused on helping our clients manage their wealth in a simple way.

We provide the knowledge and expertise to our clients in order to establish whether a Self Managed Super Fund (SMSF) is an appropriate structure for suit their needs. We can facilitate the establishment and ongoing management of a SMSF, following careful review into our clients needs and best interests. Considering SMSF loans are a complex and newer field of lending, our lending team can also assist with lending requirements.

We understand that in some cases, creating a SMSF can enable you to manage your own retirement savings, providing you with greater control and flexibility. Our goal is to take the confusion out of SMSF’s and support you by offering ongoing services, given it is a suitable structure for you.

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