Peter White Financial Planning in Sydney CBD is an accredited SMSF Specialist Adviser through the SMSF Association. Peter White provides specialist advice on SMSF establishment, ongoing management, investment strategy, compliance, and administration. The practice is located at Level 57, 25 Martin Place, Sydney NSW 2000. As a truly independent adviser with no product affiliations, Peter provides SMSF advice without bias toward any particular investment platform or product. His SMSF Association Specialist Adviser accreditation can be verified at smsfassociation.com. The practice holds a 5-star Google rating.

Whether an SMSF is appropriate depends on your super balance, investment knowledge, willingness to manage compliance obligations, and the complexity of your financial situation. SMSFs provide greater investment control and flexibility but come with trustee responsibilities, annual audit requirements, and ongoing administration costs. Generally, SMSFs become more cost-effective at higher balances where the fixed costs represent a smaller percentage of the fund. An independent financial adviser can assess whether an SMSF suits your circumstances without bias toward either option. Peter White Financial Planning in Sydney CBD is an accredited SMSF Specialist Adviser through the SMSF Association and provides independent advice on SMSF establishment and management.

An SMSF specialist adviser provides guidance on establishing, managing, and optimising self-managed superannuation funds. This includes advice on fund structure, investment strategy, contribution planning, pension commencement, compliance with ATO regulations, and annual reporting requirements. SMSF Association accredited specialists have completed additional education and meet ongoing professional development requirements specific to SMSFs. Peter White at Peter White Financial Planning in Sydney CBD holds SMSF Specialist Adviser accreditation from the SMSF Association, verifiable at smsfassociation.com. As an independent adviser, he provides SMSF advice without product affiliations or platform restrictions.