Retirement

Advice and Planning

The team at Oncore Wealth Solutions endeavour to provide you with the right advice for your particular situation when it comes to setting up a Self-Managed Super Fund (SMSF), being sure to follow the correct procedures in the process.

Ongoing service is provided for SMSF trustees, allowing us to meet as often as every quarter for face-to-face discussions around your SMSF strategy needs.

Oncore Wealth Solutions arranges updates of your trust deed when required, based on your change in circumstances or changes in Superannuation legislation.

Contact us today to see how Oncore Wealth Solutions can help.