Self Managed Superannuation

(SMSF)

 

In five years to 2017, SMSF assets grew by $274.3 billion or 65% according to the Australian Tax Office.
The popularity of SMSFs is mainly due to the flexibility of investment choice offering transparency in where your money is invested.
We have been successfully operating in this space since 1991. Our principals are to get to know our clients and design a strategy around their age and risk profile.

Our full Australian Financial Services Licence provides us with the ability to invest our client’s money directly into the markets free of any large financial institutional bias.
We also link our SMSF advice into our clients business & estate planning strategies. We design appropriate structuring, investment and ongoing administration services for our SMSF clients.