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Prepared for Matthew Pelizzari
Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
Voiceover: Your SMSF paperwork can be up to date while the retirement plan behind it still needs work.
Voiceover: Oreon Partners can help with SMSF administration, investment advice, pension strategy and estate-planning decisions that apply to your situation. Hit the link to see how an initial SMSF planning call works.
Speaker 1: I'm thinking about stepping back from work three years sooner than we planned.
Speaker 2: Does our SMSF still work with that date?
Speaker 1: I don't know. We'd need to check the income we'd draw, the investments and what else changes.
Voiceover: Oreon Partners helps SMSF trustees review the fund and the retirement decisions around it. Hit the link to request an initial planning call.
Speaker 1: Salary stops here. Which account pays for life after that?
Speaker 2: The SMSF could be part of it, but we'd need to know when the pension starts and how the investments support it.
Speaker 1: Let's get the whole retirement-income plan checked.
Voiceover: Oreon Partners provides SMSF and retirement-planning advice based on your circumstances. Hit the link to see what the call covers.
Ask what work is proposed.
Ask which information is needed.
Review the fee before you agree.
Oreon Partners can explain the next step after an initial SMSF planning call.
Hit the link to request the call.
Voiceover: If your retirement date moved, would your SMSF pension, investments and expected income still line up?
Voiceover: Oreon Partners can help you review the SMSF decisions that apply to your new plan. Hit the link to see how an initial SMSF planning call works.
If you already have a self-managed super fund, or you're considering one, look beyond the mechanics of running the fund. Check whether the decisions inside it are helping you prepare for the retirement you want.
Oreon Partners helps SMSF trustees bring fund administration, investment advice, pension planning and estate strategy into one clear plan. The first step is an initial planning call about your situation, your fund and the retirement decisions ahead of you.
You can use the form below to request that call. Before you do, it helps to understand what the work can cover and why it's relevant to your fund.
An SMSF creates control, but it also creates responsibility. Annual returns and documents keep the fund operating. They don't automatically answer how much income you'll need after work, when a pension should begin, how investments support that income, or what should happen to your super if you die.
Those decisions affect one another. A contribution strategy can influence the balance available later. Investment choices can affect the reliability of retirement income. Pension withdrawals need to be considered against spending needs and other assets. Estate planning needs to reflect the trust deed and the way super benefits are handled.
Oreon can help with the administration and compliance work required to keep an SMSF in order. The team also provides financial planning for pension and income-stream strategies, investment advice and monitoring, and estate-planning decisions. That gives you a place to discuss the fund as part of your retirement, instead of treating it as one more annual file.
The advice starts with your circumstances. That means understanding what you own, how the fund is structured, the income you expect to need and the decisions you're weighing. It also means identifying which parts of Oreon's service are relevant and which aren't.
You won't be asked to accept a generic plan built around somebody else's retirement. Personal financial advice requires your objectives, current position and needs to be considered before recommendations are made. Any proposed work and fee should be explained before you decide whether to proceed.
Oreon Financial Planning holds Australian Financial Services Licence 470507. The firm's published SMSF service covers establishment, administration, annual compliance, contribution strategies, borrowing guidance and audit support. Its financial-planning work includes pension and income-stream advice, estate planning, investment advice and ongoing monitoring.
That scope is useful if your accountant currently handles the annual SMSF work but nobody has reviewed how the fund supports retirement income. It's also useful if you're approaching retirement and the timing of contributions, pension withdrawals and investment changes needs a fresh look.
A useful review starts with the life the fund needs to support. That includes your preferred retirement timing, likely spending, other income sources and the role each SMSF asset is expected to play. From there, the adviser can identify the questions that need personal advice and the records needed to prepare it. This gives the call a practical focus without asking you to make investment or pension decisions before your full position has been assessed.
Several professionals may already be involved. You don't need to change everything for the sake of it. Start by identifying the decisions that belong together, clarifying who's responsible for each one and making sure the advice reflects your situation.
Published Oreon client stories describe long-term support across accounting, financial planning and superannuation. Clients talk about clear direction, approachable advisers and greater confidence in their next steps. Those stories don't promise your result. They show the kind of practical, ongoing relationship Oreon aims to build.
The initial planning call is for people who have an SMSF or are seriously considering one, and who want professional help with the strategy around it. It may be relevant if retirement is getting closer, if income needs are changing, or if your existing fund has only been reviewed from a compliance perspective.
The call is also a chance to ask direct questions about Oreon's role, required information, advice and implementation scope, and cost before you agree to proceed.
You don't need to arrive with every document organised or every decision made. Come with a clear sense of what you're trying to work out. Oreon can then tell you what information is needed to assess the situation properly.
If you want your SMSF, investments, pension strategy and estate decisions working toward the same retirement plan, use the form below to request an initial planning call with Oreon Partners.
Your call is booked. Before we speak, have a quick think about what you want your SMSF to do for your retirement. The annual lodgements are only one part of that picture. Bring any recent fund reports you have, along with a rough idea of your expected retirement timing and income needs. We can use the call to understand your position, the decisions you're weighing and the information needed before any personal advice is prepared.
After the call, we'll confirm whether we can do useful work for you and which information we would need. If advice is appropriate, you'll receive a proposed scope and fee before the work begins. Personal recommendations are based on your objectives, financial situation and needs. You can review the proposed work, ask questions and decide whether you want to proceed.
Bring your latest SMSF financial statements or annual return if they're easy to find. It also helps to have recent super and investment statements, an estimate of the income you may need in retirement, and notes about any property, pension or estate decisions you're considering. If something is missing, that's fine. The call can identify the information required for the next step.
The firm provides SMSF establishment, administration and compliance support, including annual documentation and reporting. Oreon Financial Planning can also advise on pension and income-stream strategies, investments, monitoring and estate-planning decisions. The work recommended for you depends on your circumstances, so the call starts with the situation rather than a pre-set package.
Fees depend on the complexity and scope of the advice. Before any work begins, Oreon will explain the proposed work and the estimated cost. Ask what's included, what implementation may involve and whether any ongoing service is being proposed. You should understand the work and fees before you decide to go ahead.
Your SMSF planning call is booked
Your call with Oreon Partners is booked.
Before we speak, write down the main SMSF or retirement decision you want to work through. It might be pension income, investments, contributions, estate planning or whether the fund still fits your plans.
If you have recent fund reports nearby, keep them handy. You don't need to organise every document before the call.
We'll use the call to understand your situation and explain what information or advice may be useful next.
Oreon Partners
Questions annual SMSF work doesn't answer
Annual administration keeps an SMSF operating and compliant. It doesn't automatically answer how the fund should support retirement income.
Before your call, consider whether somebody has recently reviewed your pension timing, investment mix, expected spending and estate arrangements together.
That gives us a practical place to begin.
Oreon Partners
Bring the retirement question to your call
You don't need a perfect folder of paperwork for the call.
Bring the question that's been sitting in the background. When could I retire? How would pension income work? Does the investment plan still suit what I need? What happens to the fund if one member dies?
The call helps identify which facts and documents are needed before advice can be prepared.
Oreon Partners
How your advice would be scoped
Personal advice starts with your objectives, current financial position and needs.
If Oreon can do useful work for you after the call, you'll be told what the proposed work covers and its expected cost before it begins.
Use the call to ask what's included, which information is required and whether ongoing service would be relevant.
Oreon Partners
What to have nearby for the call
If they're easy to find, have your latest SMSF financial statements or annual return nearby.
Recent super and investment statements can also help. Add a note about your expected retirement timing, the income you may need and any property or estate decisions you're considering.
Missing documents can be identified after the call.
Oreon Partners
One thing to decide before we speak
Before the call, finish this sentence:
I want my SMSF to help me understand...
Your answer gives us a useful starting point. We look forward to discussing the situation, identifying the decisions that belong together and explaining what the next step could involve.
Oreon Partners
Your SMSF has two different jobs
An SMSF has to meet its administration and compliance obligations.
It also has to support the reason you set it up: your retirement.
Those jobs overlap, but they aren't the same. Annual documents can be complete while questions about pension income, investments or estate planning remain open.
If your fund has only been discussed at tax time, it may be worth booking a call to review the strategy around it.
Oreon Partners
Where will your retirement income come from?
For most people, retirement income won't come from one account.
It may involve an SMSF pension, other investments, cash and decisions about when to draw from each source.
Look beyond the amount in the fund and check how the assets are expected to support spending after work.
That question should be considered against your circumstances before investments or pension settings change.
Oreon Partners
Does your estate plan include your SMSF?
Superannuation doesn't always follow a will in the way people expect.
For SMSF members, the trust deed, nominations and fund structure can affect how benefits are handled after death.
Reviewing those arrangements before they become urgent gives you time to identify gaps and obtain the right legal or financial advice.
Oreon Partners
The fund changed, did the plan?
Income, businesses, retirement dates and family circumstances can all change.
An SMSF strategy that suited you several years ago may need another look because the facts around it are different.
That doesn't mean every setting needs to change. It means the strategy should be reviewed against the life it now needs to support.
Oreon Partners
Ask these questions before advice begins
Before personal advice begins, ask what work is proposed, what information is required and what the fee covers.
If implementation or ongoing review is included, ask how those services are charged and what you can expect to receive.
Clear scope helps you decide whether the advice is useful before you commit.
Oreon Partners
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
