AVAILABLE INVESTMENT OPPORTUNITIES

Self managed superannuation funds have a range of investment opportunities that are available to professionals investors. Trustees who invest in their own financial education will benefit from the higher return on investment.

  • Australian Shares
  • International Shares
  • Exchange Traded Funds
  • Managed Investments
  • Residential Property Investment
  • Artworks
  • Precious Metals
  • Commercial Properties
  • Derivatives
  • Unit Trusts
  • Gold Bullion
  • Fixed Interest Securities
  • Foreign Exchange
  • Commodities Trading
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image

SOLUTIONS FOR ACCOUNTANTS

Are you a suburban accountant servicing  the growing needs of small to medium business owners. If so, self managed super funds may only make up a small proportion of your day to day activities. The superannuation laws are always changing and the platforms to service your clients are ever improving. Do you have the the personnel, time, and information technology platform to deliver the service?

Read more >

 

 
 
 

SOLUTIONS FOR FINANCIAL PLANNERS

Self managed superannuation funds represent significant opportunities for financial advisers who adapt to the changing financial services landscape. There is a growing need for professional advice and direction from professionals who can add value to client's needs. If you would like to add to your business model but would like to outsource the back office, while at the same time spend more time building rapport with clients, then leverage from our state-of-the-art platform today.

Read more >

Dedicated Support

We're always here to help. So if you ever have a question, just get in touch and we'll be on hand to assist. As a valued client you'll get support from our qualified staff members.

Personalised Service

We understand that every trustee is unique with different financial circumstances. There will always be somebody in our office that understands your requirements and can provide guidance and direction.You won't feel alone when managing your own super!

Professional Team

Our professional team is trained to the highest standards and is required to undergo rigorous training and continuous professional development. That way you can be assured that all compliance is met with the Australian Taxation Office and superannuation law.

SECURE YOUR FINANCIAL FUTURE TODAY

FOLLOW OUR STEP BY STEP GUIDE

SOLUTIONS FOR STOCKBROKERS

Are you a full service broker or online broker? The number of self funded super being established is growing. More importantly, the number of fund wind ups per month have decreased. Self managed super funds have gained significant traction over the years, and is the vehicle of choice for wealth creation. Want to increase your service offerings, but do not have the back office support? Contact our office today and gain access to all the technical know how.

Read more >

 

Our Skills

Fund Setup & Establishment
Accounting & Taxation Matters
Superannuation Law & Compliance
Mortgage & Finance Solutions
Information Technology & Systems

Newsletter Subscriptions

Superannuation UpdatesTaxation AlertsIndustry Trends
Your Name (Required)

Your Email Address (Required)

I would like to receive the following information and be kept informed of the latest superannuation industry trends and updates. Please add my name to your electronic mailing list.