At Forward Path Advisory, we specialise in providing tailored advice on Self Managed Superannuation Funds (SMSFs), empowering you to take full control of your retirement planning. SMSFs offer flexibility and the opportunity to make personalised investment decisions, but managing one requires careful planning and expertise. Our SMSF services are designed to guide you through every stage from setting up your fund to developing and implementing a strategic investment plan that aligns with your long term goals. Whether you’re looking to invest in property, shares, or other assets, we help you build a diversified portfolio that maximises returns while managing risks.

While the day to day administration and audit of SMSFs are crucial, we work closely with trusted accountants to ensure that these aspects are managed smoothly and remain compliant with the latest ATO regulations. This collaborative approach allows you to focus on the bigger picture, knowing that your SMSF is well managed. We aim to make the entire process straightforward, so whether you’re new to SMSFs or already managing one, our team will provide ongoing support and advice to help you stay on track towards financial independence in retirement.

Based in Melbourne and supporting clients across Australia, we are committed to helping you make informed decisions that shape a secure future.