self-managed super funds
We help you design the life you want.
We specialise in reviewing what is and is not a legal investment with your SMSF structure. We are able to provide this advice wholesale to Financial Advisors, Planners, and Accountants or directly to individuals.
Contact us with your proposals to receive a review of legislative allowances on fixed fee rates depending on area of interest and complexity.
Strategic Investments
A fundamental aspect of many investments is a strategic investment plan, which can be produced by the client or in conjunction with their financial advisor.
(we may ask for this plan and can advise on the legalities of the investment)
Lending & Loans
If you require legal documents in relation to a personal or business loane or other services in relation to business and personal finance
If you are unsure, please contact us.
Business to Business
We offer discounted rates to Financial advisors or accounting firms for advices relating to the set up of Self-Managed Super Funds (SMSF's)