SMSF - Advising

Superannuation

From July 1 2016, Accountants must have an Australian Financial Services License (AFSL) to provide advice in superannuation. We do not have an AFSL therefore we have teamed up with our longstanding financial services partner Primestock Securities (AFSL No. 239180) to provide you with the most up to date advice on key superannuation strategies relevant to your retirement. We are certain our more comprehensive offering will equip you with the tools you need to get the most out of your superannuation now and into the future. 

Superannuation services

• Superannuation review/ comparison
• SMSF establishment
• Pension establishment and review
• Investment strategy review
• Superannuation insurance review
• Superannuation death benefit review
• Cash options for your SMSF – access to wholesale term deposits and at call accounts
• A range of Superannuation and SMSF investment choices in Defensive Income, Australian Shares, International Shares and Property with flexible options
      and levels of service to suit you