Self Managed Superannuation Funds Our team has specialised
in establishing and monitoring directly invested Self Managed Superannuation
Funds (SMSF) since this structure was introduced by the government in 1994.
SMSFs work best for those with a suitable amount of capital to invest,
as this allows us to create a fully diversified portfolio and provide
consistent performance rarely matched by managed funds.
Clients are supported by a depth of knowledge and experience unique
in the financial planning industry. Our expertise in superannuation,
Wills and Trusts, estate planning, research, accounting, treasury,
stockbroking, banking, investment management and financial planning
covers all of your planning and investment needs.
Our SMSF services link with your capital gains tax reporting
and other accounting requirements. |
