As part of this service we provide the following:

• Advice on direct investments, such as direct shares, cash, listed property trusts and fixed interest investments. This will increase the control and flexibility over the investment of the SMSFs assets and avoid the management expenses generally associated with managed funds.
• Advice on the asset allocation within your SMSF so that the investments remain in line with the investment strategy of the Fund.
• Regular contact throughout the year to provide you with investment recommendations and discuss opportunities that may be of interest to you.
• Regular reporting detailing your investment holdings, investment performance and the asset allocation of the portfolio.
• Comprehensive annual tax report detailing annual income / expenses and capital gains / losses for the year.
• An invitation to our annual investor seminar.

If you are interested in establishing an SMSF or would like to learn more about our investment advice service, please contact one of our Financial Planners to discuss further.