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.


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.

Lending Service

SMSF loans are a specialist service. We will supply you with a variety of options and 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 8539-7233 or email to book your free meeting to see if we can add value
  • 2. Our initial meeting will be about you, and what options we can provide
  • 3. If you so choose, we can commence developing your retirement or SMSF plan
  • 4. In an easy to understand language, we will explain our retirement blueprint strategies
  • 5. Again, if you so choose, we can assist to implement and review your retirement plan.
  • 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 Lending Specialist

Donna Martin

SMSF Insurance Specialist

Jarrod Lynch

Paraplanning & Client Service

Anna Thom

Paraplanning & Client Service

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