Financial Advice

The cost of bad advice is always greater than the cost for good advice

The SIS Act (Superannuation Industry Supervision Act) in conjunction with the ATO (Australian Tax Office) governs that the Trustee/s of an SMSF is responsible to ensure to act in the best interest of the member/s to maximise retirement benefits and as such the fund requires an investment strategy.

Two options Trustee/s have in this area is either create their own investment strategy in-line with the members Risk profile, time horizon, goal etc or have one drawn up specifically for the individual member/s. This can be done through your licensed financial adviser.

We can also provide financial advice through our association with PATRON who is an independently owned Australian Financial Services Licensee on a fee-for-service basis. All work is quoted before you choose to proceed.

For an obligation free enquiry please call us on 1800 24 23 22 (it’s FREE)


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