SMSF in focus

About SMSF In Focus

We’re there for you through the entire lifecycle of your self managed super fund with advice and services to help you achieve optimal results to reach your retirement goals.

SMSF Investment Strategy

About

SMSF In Focus

SMSF In Focus brings together self managed super fund specialists from the Legal, Tax, Accounting and Finance industries to offer a complete end-to-end service for clients looking for a comprehensive SMSF solution. Our specialised knowledge and industry experience mean we are equipped with the know-how to meet your every SMSF need — at each stage of the SMSF lifecycle.

Established as a solution to the fragmented nature of the advisory industry, the network has a reputation for providing quality advice relating to SMSFs, with the ability to develop innovative and complex solutions to meet most of the investors’ needs.

Our mission is to educate investors on how to make informed decisions. With a commitment to your SMSF’s success, we provide a portfolio of services to help during each step of the process, from setup to settlement and beyond — including ongoing administration, accounting and auditing services.

Yannick

Founder

David Lee

David is a Lending Specialist with in-depth knowledge of self managed super funds. Utilising his background in financial services and his experience working as a Lending Specialist for various firms, David understands the intricate details of what is needed to fund SMSF transactions.

Prior to establishing his practice — Harper Lee — David spent many years honing his skills and knowledge of tax structures, assisting various accounting and financial planning firms to fund their client’s needs. From Mum and Dad investors to complicated group structures, David understands the complexities of Companies, Trusts and in particular, SMSF — He is able to simplify difficulties. 

David acts as your in-house analyst, identifying your lending and financing requirements from the very simple to the most complex. He operates as your private lender, working actively to solve your borrowing and credit requirements to help you achieve your objectives.

David is recognised for his insight and unrivalled lending knowledge across various industries, in particular SMSF. With keen enthusiasm, David joins your side to share his knowledge and help navigate you through your SMSF journey. He has compiled a team of experts whose sole aim is to seamlessly become an extension of you, and drive your SMSF to success.

Why Us

We do things differently

Our SMSF experts are here to ensure your SMSF journey is smooth, sound and successful. We’re available to take the reins as little or as much as you need — the choice is always yours.

Complete, Comprehensive Service

Most companies are qualified only to assist in one or two specific areas of your SMSF strategy. Our team of SMSF experts is comprised of licenced Accountants, Financial Advisers, Mortgage Brokers and Lawyers, so you enjoy a full end-to-end SMSF service utilising whichever areas you need.

Fee Structures with Complete Control

Many professionals that compete in our areas of expertise charge low fees (or no fees) upfront, then profit from hidden ongoing fees or commissions. Our pricing is completely transparent before you get started – and you’re forever free to choose how your SMSF is managed and used for investment.

Complete control over SMSF strategy, investments, and management

This means that you are free to choose every part of your SMSF – with as much or as little advice as you need along the way.

Taking Care of Your SMSF From Beginning to End

Working with us is easy, fast and cost-effective

SMSF Setup

Correctly and compliantly establish your SMSF ready to invest for your retirement

SMSF Investment Strategy

Expertly designed around risk, liquidity, diversification and cash flow requirements

SMSF Loans & LRBA

Increasing borrowing capacity and sourcing the best loans to fund your investments

Annual Compliance Reporting

Maintain compliance with our accountants preparing annual accounts, tax return and audit

SMSF Insurance

Protect yourself, your loved ones and your assets with a comprehensive insurance strategy

Retirement Planning

Put a plan in place to create the income you need to fund your lifestyle goals in retirement

Pensions & Withdrawals

Access your SMSF with tax-effective income streams and withdrawals after meeting a condition of release

Winding Up an SMSF

Correctly wind up your SMSF according to the trust deed and compliance regulators