SMSF Assistance

At Sorrento Strategic, we offer an expert service for Self-Managed Super Funds (SMSFs), providing advice and assistance with the establishment of your SMSF as well as ongoing management and guidance.

Kylie has been awarded the mandatory RG146 designation for planners offering advice on SMSFs, allowing you to work confidently with her on your fund management. Sorrento Strategic works closely with Australia’s leading SMSF expert and columnist for the “West Australian” newspaper, Monica Rule. Monica creates regular newsletters that you may find useful. Simply click on the button below to view her past editions.