Your Sutherland Shire Self Managed Super Fund (SMSF) experts

Based in the Sutherland Shire for more than 30 years, Capricorn Financial Advisers are your trusted solution for Self Managed Super Fund expertise.

Free offer of Benchmarking your current Super Fund.

Self-Managed Super Fund

Launch a new SMSF or benchmark your current SMSF fund with our free objective research analysis.

Stocks

For more than 3 decades we have been servicing the Sutherland Shire with stock buying and selling services 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

We have been using SMSF loans for many years. 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 to talk to an adviser, or book an initial no obligation meeting without charge
  • 2. Discuss your objectives, we can provide options and a way forward for your consideration
  • 3. Once you have engaged our services, we will commence the SMSF plan
  • 4. In an easy to understand language, we explain our SMSF strategies to unwind the complexities
  • 5. Based upon your choices, we will assist with execution on the strategies and/or investments
  • 6. We will meet with you as required to benchmark performance

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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