Want to setup your self-managed super fund? Then this specially designed SMSF eBook is just for you!
What is an SMSF?
Benefits of SMSF
Is an SMSF right for you?
Responsibilities of setting up your SMSF
Step by step details on how to setup your SMSF
How to operate your SMSF day to day
Brad has over 35 years in financial services having held senior roles in investment advisory, funds management, practice management tax and accounting.
Working with an SMSF adviser can save you a lot of time and money.
You will not need to read and understand the often-difficult jargon of SMSF documents. In addition, your SMSF adviser will help you develop an investment strategy that is geared towards growth and risk management.
Why deal with different financial professionals if you can just talk to one adviser who can help you make sense of all your finances?
Our integrated structure ensures that financial advice is given in accordance with other financial and legal considerations. We fully inform you of your financial circumstances and how you can achieve your goals. Our team is well experienced in mitigating the risk of knowledge gaps.