Investment

Oncore Wealth Solutions takes the time to ensure we provide you with the right advice when it comes to setting up a Self Managed Super Fund (SMSF), also ensuring you follow the procedures when doing so. This will allow you to take a hands-on approach to the retirement preparations for you and your family via the flexibility of direct investments and planning with the help of our specialist accountants and auditors.

We also provide an ongoing service for SMSF trustees, which allows 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 due to your changing circumstances or changes in superannuation legislation, therefore ensuring it is always relevant.

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