Self-Managed Super Funds
There is a requirement on self-managed superannuation fund (SMSF) trustees that they must consider insurance as part of their SMSF’s investment strategy. GRM can assist with reviewing your SMSF insurance needs as well as provide you with the necessary minutes to document meetings and be kept for compliance. Many of our clients have SMSF’s and often have or plan to hold property within the fund. We assist our clients fulfil their legal obligations as trustees and ensure that the fund’s liquidity issues are addressed
You will only know the true value of insurance when the time comes to claim. GRM will support you in your time of need to actively manage the claims process from beginning to end, taking away the stress of filling in forms and liaising with the insurer.
Our Advice Process
During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.
Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.
After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.
The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.
It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.
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