SMSF

Your super is a very important asset and is there to provide for a comfortable and happy life in retirement.

Emerge are self-managed super fund (SMSF) specialists serving Newcastle, Lake Macquarie, Maitland and Hunter clients. We believe strongly that a self-managed super fund delivers on its promise of prosperity in your retirement.

The key change in the world of SMSFs came when the government changed the rules and allowed people borrow in their SMSFs and make direct investments – including buying property. This freedom enables you to control your own financial future and invest your money where you want.

We provide

An easy to use, comprehensive administrative service:

• Help you set up your self-managed super fund 
• Take care of all the paperwork for you including lodging all tax returns, super surcharge forms, annual regulatory returns and pension payments – from as little as $100 / month
• Provide on call e-mail and phone advice to answer any questions you have.

Access to investment advice to make your nest egg grow

We have access to investment experts who provide advice in plain English. They work with you to devise the best strategy for you to grow your nest egg and provide the retirement lifestyle you want.

Independent auditing to make sure everything is in order

Your super is crucial to your long term happiness, which is why the ATO insists that all work is independently audited and the SMSF is doing everything as intended. It is another safety check to give you peace of mind.

We also offer the full range of SMSF services to deliver exactly what you need including pension services when you are retired, the most competitive borrowing package in the market if you want to invest in property, and all other compliance services as might be required by the government.

To book your free, no-obligation initial consultation and discover how a self-managed super fund can give you greater control of your financial future call 02 4947 9900 and we will book an appointment at a time and place that suits you.