How a properly structured SMSF could grow your super faster than the fund it's in now, with the confidence it's finally being done right

Whether it works that way for your super comes down to a few specifics most people sitting in a default fund never get walked through.

9-minute walk-through

Why Yield

The Australian SMSF advisor most planners and accountants refer property work to.

  • Specialty SMSF strategy and direct property in super, including business real property and LRBA structuring where appropriate. In-house property planning capability is rare in a full financial planning firm.
  • Credentials CFP®, Master of Commerce (Financial Planning), Diploma of Financial Advising, Cert IV Property Services, SMSF accredited. FAAA Professional Practice designation at firm level.
  • Footprint 450+ active client households, NPS of 81 (well above the financial services norm), 120+ five-star Google reviews, 9,000+ newsletter subscribers, and a 21-person team carrying 100+ years of combined experience.
  • Model Independently owned, fee-for-service, transparent pricing. No bank ownership, no commissions, no product quotas. SMSF strategy and setup from $3,000, $5,000+ where property in super forms part of the plan.
  • Offices Surrey Hills, Melbourne and Level 24, 1 Market Street, Sydney. National servicing by phone and video, plus expat clients across Singapore, Hong Kong, the UK, the US and the UAE.

In their words

Their strategies and constant portfolio reviews making changes when needed have guided us right through from our working days, the GFC and now retirement. We hold Yield as being an invaluable necessity.
Client through to retirementVerified Google review
We have entrusted our wealth creation and future security with Yield for a number of years now. They truly are professionals who have stayed ahead of the game by making strategic decisions at the right time.
Long-term wealth-creation clientVerified Google review
Yield has provided us with professional, expert, sound advice, and set up a sound plan for our retirement. Our best interests are always at heart.
Retirement-planning clientVerified Google review
I've been with Yield for more than 10 years and I've found the advice invaluable in helping to navigate life's twists and turns.
Client of 10+ yearsVerified Google review
I would like to congratulate Yield for their high quality of care, expertise and knowledge in ensuring my future growth is heading in the right direction.
Wealth-growth clientVerified Google review