High net worth individuals need to have a focus on their asset succession and estate planning.

An SMSF is an important vehicle in such planning.

Cooper Partners Financial Services holds an AFS Licence qualifying it to advise you in this complex area. We are also accredited SPAA specialists.

Cooper Partners Financial Services offers a total compliance and advice service for your SMSF. This includes:

• Establishing your SMSF
• Preparing Financial Statements
• Income Tax & Regulatory Returns
• Investment & Income Summaries
• Structuring the succession of your fund and superannuation Will
• Assisting with the administration of pensions
• SMSF strategies.

Cooper Partners Financial Services holds an AFS Licence qualifying it to advise you in these complex areas. We are therefore subject to strict regulatory controls in the provision of such advice, including the need to maintain the highest possible professional education standards.