Your Sutherland Shire Self Managed Super Fund (SMSF) experts

Discover the benefits of expert guidance to uncover the latest SMSF strategies and investment opportunities so that you gain clarity, control and confidence with your Self Managed Super Fund.

Self-Managed Super Fund

Set up a new SMSF, overhaul your current one or seek a 2nd opinion to benchmark your SMSF.

Stocks

Your Sutherland Shire provider of buying and selling stocks including winding up of estate portfolios.

Portfolio Advice

We can work with you to construct modern portfolios that can include real estate, managed funds and stocks.

SMSF Loans

SMSF loans are a specialist service. We will refer to you a broker with SMSF experience and give you strategies to consider.

Learn more about Self Managed Super Funds

Being a trustee of a Self Managed Super Fund is an important obligation.

That is why we feel that an important part of our role is to educate our clients.

As an example, if you're thinking about buying a property (19% of SMSF's own one), then understanding how to buy a property in a Self Managed Super Fund is crucial. Read the guide below to find out more.

Let's Make A Plan

  • 1. Call 9521-2644 or email to book your free meeting
  • 2. We'll discuss your retirement plans, and the pro's and con's of an SMSF as well as other options
  • 3. Bring as many questions as you can, the more the better
  • 4. In an easy to understand language, we will explain retirement strategies
  • 5. If you wish, we can then start a retirement plan that may include an SMSF
  • 6. Ongoing reviews can be paid on our new subscription service, cancellable any time on a month-by-month basis

Meet Our Team

Mark Hardick

SMSF Adviser

Peter Taniane

SMSF Adviser

Donna Martin

SMSF Insurance Specialist

Jarrod Lynch

Paraplanning & Client Service

Anna Thom

Paraplanning & Client Service

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