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SMSF

Package Service

Our experts simplify building your super, handling everything from strategy to investment—stress-free.

  • Transparent Fees and Costs
  • Detailed Strategy Analysis
  • Ongoing Client Care

Why You Should Consider SMSF?

Take control of your retirement funds with opportunities to invest in real estate.

Tax Benefits

Superannuation is Australia’s most favourably taxed investment vehicle.

15% Concessional Tax Rate on Earnings

Capital Gains Tax Discount

Tax-Free Income in Retirement Phase

Investment Control

Take Full Control of Your Investments and Build a Tailored Portfolio.

Direct Real Estate Investment

Greater Investment Choice

Ability to Leverage Investments

Flexibility

Experience the Freedom to Adapt and Customise Your Super Strategy.

Seamless Transition to Retirement

Tailored Estate Planning Options

Personalised Insurance Options

Key Stats

0

SMSF MEMBERS

0

IN SMSF

0

AVERAGE ASSET PER MEMBER

0

AVERAGE AGE IN SMSF

Source: ATO 2021-2022

Watch Our Recent Webinar:
SMSF Real-World Case Studies

This event provides expert insights on using SMSF for property acquisition and wealth creation, with guidance from experienced strategists.

What We Offer

One-Stop Full
SMSF Service

Complete SMSF setup and management for peace of mind.

SMSF
Planning

Tailored strategies to align with your retirement goals.

SMSF
Set-Up

Quick and compliant SMSF establishment services.

SMSF
Lending

Finance solutions for SMSF property investments.

SMSF
Service

Ongoing support for seamless SMSF administration.

What’s in the Service Package?

STEP 1

Design Your SMSF Strategy

Our first step is all about understanding your financial goals and retirement aspirations. We work closely with you to design a customised SMSF strategy that aligns with your risk tolerance, investment preferences, and long-term objectives. This phase includes evaluating potential investment options, considering tax implications, and establishing a roadmap for building your retirement wealth.
STEP 2

Build Your SMSF

Once the strategy is set, we take care of establishing your SMSF. This involves creating the trust deed, registering the fund with the Australian Taxation Office (ATO), and arranging any necessary insurances. Our team ensures that all legal and regulatory requirements are met, so your SMSF is fully compliant from day one. We handle the paperwork, making the setup process smooth and efficient.
STEP 3

Open SMSF Bank Account

With your SMSF established, we assist you in setting up a dedicated SMSF bank account. This account will be the central point for managing contributions, paying expenses, and holding funds. We help you choose an account that meets your needs, whether it’s for transactional purposes, earning interest, or managing cash flow within your SMSF.
STEP 4

Provide Lending Solution

For those interested in leveraging their SMSF to invest in property, we offer tailored lending solutions. Our team explores financing options and connects you with lenders that specialise in SMSF loans. We guide you through the borrowing process, ensuring you understand the terms, conditions, and benefits of limited recourse borrowing arrangements (LRBAs), helping you make informed decisions on property investments.
STEP 5

Work With Your Agent

We coordinate with your preferred real estate agent, solicitor, and other professionals involved in the SMSF investment process. Our goal is to streamline communication and collaboration, ensuring all parties are aligned and working towards the successful acquisition of assets within your SMSF. This hands-on support simplifies the process and saves you time.
STEP 6

Assist with Property Settlement

When it’s time to finalise your SMSF property purchase, we provide end-to-end assistance with the settlement process. This includes working with your solicitor to ensure that all legal documentation is completed accurately and on time. We handle the settlement details, so you can enjoy a seamless transition from purchase to ownership within your SMSF.

Our Team

Our Licensed Advisers are dedicated to help you achieve the best possible outcome of your financial success.

Frank Lin

Senior Financial Planner

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Simson Jingga

Senior Financial Planner

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Jacob Zhang

Financial Planner

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What People Are Saying About Us

Lyn Zhang

They assisted me with Mortgage re-financing and SMSF. I am pretty happy with the outcome achieved. Will continue Estate Planning and Insurance as we are pleased with Frank's detailed tailored to us advice.

Jiamei Du

I had a consultation with Frank on topics of tax, investment, exchange currency etc. I felt the information learnt was of great help personally. They have a global view on the market, and gave genuine suggestions. I would recommend XIN wealth service to people of need.

Richard Murphy

Frank Lin of Xin Wealth was extremely helpful in giving me confidence the financial path I am on will help me retire on an income I desire. I would recommend his advice to help you plan your financial future. He genuinely cared about me and was not trying to sell me any products.

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