Our promise
While many of you may have thought about setting up a self managed super fund (SMSF), you may not know exactly where to begin. It is also tricky to decide if this is the right retirement fund for you and for your family. You don’t want to gamble when it comes to your family’s future! That is why you should definitely consider First Families 2001 for all of your SMSF needs.
Our mission is to reach your financial dreams. We are patient and understanding and will do the very best in order for it to become a reality.
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The main priority of our financial consulting firm is to make sure your money is well invested and will grow steadily, providing your family a secure future. While we do not invest your money directly, we can guide you in your financial decisions, giving you tips based on your familial needs. We can show you how to set up a self managed super fund that is conservative, ensuring steady growth over the years. Our recommended strategy and suggestions are catered to your personal needs!
When you have our staff on your team, you are getting a partner for the duration of your financial investments. For a SMSF, that means we will be by your side until you retire! After helping you learn how to start a self managed super fund, we will plan, assess and reevaluate your investments alongside of you until the day you retire. Of course, we leave all the final decisions up to you, but when you need help, will be there for you.
In addition to general investment strategy, our company can help you with the required annual independent audit of your investments, your tax return forms, to ensure you are up to date with all your SMSF fees. Our lawyers can prepare your fund’s trust deed and our administrators can help you handle your day to day account responsibilities – We do it all!