Specialist Advice – Private Clients

“Even if you're on the right track, you'll get run over if you just sit there” Will Rogers

For our clients who are sophisticated investors, private Investors, and who are seeking a very high level of expert advice, we at Incito Wealth have a very strong track record in providing this service to our clients. With our collective experience in dealing with and managing Individually Managed Accounts (IMA’s) for high net worth investors, trusts, and charities, we are well positioned to tailor a strategy for any type of investor.

Incito Wealth has created a structure that enables our advisers to be amongst the most highly regarded wealth managers in Australia. Our skills, resources and experience to cater to sophisticated high net worth investors can be discussed further at a meeting with one of our senior advisers.

Make an Appointment to speak with one of our fully licensed financial advisers now.

Self Managed Superannuation Funds (SMSF's)

For our clients who are sophisticated investors, private Investors, and who are seeking a very high level of expert advice, we at Incito Wealth have a very strong track record in providing this service to our clients.  With our collective experience in dealing with and managing Individually Managed Accounts (IMA’s) for high net worth investors, trusts, and charities, we are well positioned to tailor a strategy for any type of investor.

Incito Wealth has created a structure that enables our advisers to be amongst the most highly regarded wealth managers in Australia.  Our skills, resources and experience to cater to sophisticated high net worth investors can be discussed further at a meeting with one of our senior advisers.  

"The future depends on what we do in the present"
-Mahatma Gandhi

If you currently have a SMSF or are considering establishing one, it is important that you understand the roles and responsibilities of operating your own Superfund.  Our advisers can take the guess work out of this investment vehicle and can assist with Establishment of a new fund, Investment and Strategy advice for both new and existing funds, and assist with meeting ongoing tax and compliance obligations.

If you want to manage your own super, there are many factors you need to consider.

To work out whether an SMSF is right for you, it’s important you take the following six steps:

This meeting will cover:

• Consider your options and seek professional advice.
• Ensure you have sufficient assets, time and skills to manage your own fund.
• Follow the super and tax laws and understand the risks.
• Tailor your trust deed and investment strategy to suit the members of your fund.
• Be sure you can meet your record keeping and reporting obligations.
• Make sure you understand your annual auditing obligations.

There are strict rules that govern how you can use an SMSF and how you can invest your money. It can be difficult, so at times you might need to consult with professionals and advisers, which can add to the cost of managing your fund. You should consider if such costs and other regular fees and charges will affect the benefit you may get from having an SMSF.
Starting an SMSF is a very important decision, so we recommend you meet with one of our qualified and licensed professionals to help you decide if it’s the right super fund for you.

Make an Appointment to speak with one of our fully licensed financial advisers now.