Super & SMSF
Superannuation is a key component of your future financial security.
The Planners & Advisers at Up Funds Management possess the expertise, resources, and experience necessary to steer you towards a sound superannuation investment strategy.
SMSFs & Superannuation
The income generated from superannuation funds plays a crucial role in the private wealth creation of investors, significantly impacting their retirement lifestyle. The professional Financial Planners and Advisers at Up Funds Management are equipped with the knowledge, support, and experience to guide you in developing a wise superannuation investment strategy.
Unified Managed Account (UMA) Superannuation
Up Funds Management's Unified Managed Account (UMA) Super offers a streamlined way to enjoy all the tax advantages of superannuation without the burden of managing trustee responsibilities. Our leading-edge platform provides access to a broad spectrum of investment options and insurance, all within a secure online account.
Establishing an SMSF
Self-managed superannuation funds (SMSFs) are created by investors who desire more control and a direct involvement in managing their super fund, including the selection of investments.
"Up Funds Management is renowned for its prudent investment advice and in-depth market analysis, playing a pivotal role in wealth building for numerous investors over generations."
Contact us
Connect with an adviser from Up Funds Management today and start shaping your financial future.
'Shaping Generational Financial Fortunes'
10 years +
Proud History & Heritage
270
Advisers
$18bn+ AUM
Assets Under Management
About
investments
private wealth
corporate
UP Funds Management PTY Limited
525 Collins Street, Melbourne, Victoria 3000
Tel: +61 3 7044 7500
Email: info@upfundsau.com
ABN: 51 164 061 876
AFS License Number: 482848
ACN: 164 061 876
Financial Disclaimer:
Up Funds Management PTY Limited ("Up Funds Management") does not offer Cryptocurrency products and is unable to provide any information on Cryptocurrency products. We strongly recommend consulting with a qualified financial professional or advisor when considering investments in any type of asset or security, including Cryptocurrency products.
Furthermore, if you are contacted by any entity or company claiming to be Up Fund Management, particular Upfunds Pty Ltd, please be aware that this is not associated with or representative of Up Funds Management. We advise caution and encourage you to verify the authenticity of any such communications or offers independently. Up Funds Management is committed to ensuring the security and trust of our clients, and we do not endorse or have any affiliation with entities operating under similar names.
Investment decisions should be made after thorough research and consultation with a financial expert to assess your individual financial goals, risk tolerance, and investment strategy. Up Funds Management is not responsible for any financial decisions made without professional advice and is not liable for any actions taken in response to fraudulent or unauthorized communications from other parties.
Up Funds Management PTY Limited All rights reserved.