Active Self Managed Super Funds is a boutique specialist Self Managed Super Fund (SMSF) manager focusing on personalised advice to clients. The SMSF sector can quickly become very overwhelming with regulatory and legislative requirements, as well as the multitude of investment options. We aim to assist clients to break down the various areas to determine what is important to them and then take a step-by-step approach to achieve the desired outcome. We do this by charging a flat fee for our service so there are no hidden surprises.
We help clients understand the responsibilities associated with being a member and trustee of a SMSF and can provide assistance with the infrastructure to establish and maintain a SMSF. Where desired we manage and handle all the financial administration and investments for the trustees and provide regular reports and fully reconciled end of year financials to the administrator or accountant of choice. We assist trustees to protect their capital, provide income and growth, and meet their legal responsibilities without loss of control or flexibility.
We achieve this by providing an extensive range of service arrangements for trustees who want to be in full control with only minimal assistance, right up to those who are looking to delegate some of the responsibilities or free up their time to enjoy life and their retirement. We have a package to suit all situations.
Our team focuses on providing a personalised service to aid in making the management of your SMSF much simpler for you.
Andrew Wieman is a director and the General Manager of Active Self Managed Super Funds. Andrew holds a SMSF Professional Association of Australia Specialist accreditation (SPAA Specialist) and is also a Certified Financial Planner (CFP) through the Financial Planning Association. His qualifications and experience in this specialist area ranks him among the few elite SMSF experts here in Perth, Western Australia.
Andrew manages a team of qualified staff who are working behind the scenes to provide advice and manage a diversified range of SMSF portfolios. Our team have a wide range of experience across accounting, administration, property investment, gearing and insurances, as well as holding tertiary qualifications and appropriate Financial Service Regulation accreditations.