As a self managed super fund (SMSF) trustee, you are aware of the complexities of managing your own fund. It can be a constant juggle to administer regulatory and compliance obligations, maintain accounting, manage your investments and stay abreast of government retirement policies. This is why more trustees are seeking proactive advice and support in the management of their funds.

Discover our supported SMSF service

Are you looking for the right partner to support you in managing your SMSF? At Blue Chip Financial, we actively partner with SMSF trustees. It takes time, commitment and expertise to successfully manage an SMSF, and our dedicated team are here to help you take care of the paperwork and support your efforts to optimise your retirement savings.

Let us partner with you to optimise your SMSF

We’ve been helping Australians build wealth through super for 16 years, and we make it our business to stay abreast of the complexities, rules and regulations. We help our clients manage the administrative and compliance requirements of their SMSF and advise them on making sound investment decisions.

We’re committed to supporting your financial future

At the heart of our supported SMSF service is our commitment to helping you achieve security and peace of mind in retirement. We’ll assist you with everything from paperwork to compliance, and provide expert advice on navigating market volatility and succession planning to manage your SMSF in your later years. We’ll also share proactive investment insights from our experienced financial, superannuation and investment advisers.