Strategic Advice and Oversight
Required helps clients navigate financial complexity with clarity, providing structure across investment strategy, long-term planning, and intergenerational frameworks. Through scenario modelling, forecasting, and forward-looking insights, the firm helps clients understand options and move forward with confidence.
As a central point of coordination, Required works with accountants, lawyers, and family office professionals to ensure each part of a client’s financial world is aligned. Clients may also gain access to curated opportunities in private equity, private credit, venture capital, and bespoke investments selected to support long-term objectives.
By pooling assets with a Self-Managed Super Fund (SMSF), the funds of a family group or mutual business partners can be put to good use in the years leading up to retirement, rather than just sitting idle in an account.
Up to six trustees can pool resources (recommended minimum $200,000) and invest within strict Investment Strategy guidelines. You could use your SMSF on the direct purchase of properties, on equities both locally and abroad, on fixed interest-based investment as well as the purchase of Business Real Property.
SMSFs give you the power to put your super to work for you; building a greater portfolio today, as well as a much greater retirement fund tomorrow.
For more information that help you decide if a Self-Managed Super Fund (SMSF) is right for you, and how to set one up.
The Required Financial Services team have over 25 years of experience managing over 300 SMSFs for a wide range of client needs, all dedicated to solutions to suit you.
Our head advisor is accredited by the SMSF Association, and strongly focuses on a solid foundation of LRBA strategies to ensure your most beneficial strategy.