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Level 2, 1 Prowse Street West Perth WA 6005
- 08 9430 7888
Level 2, 1 Prowse Street West Perth WA 6005
At the twilight of your work life, when you approach towards your retirement, superannuation becomes critical for hitting your retirement goals and leading a relaxed life. You need to deal with tasks and regulations set up by the regulatory bodies if you seek to control and create flexibility in your SMSF.
Many individuals are new or unaware of the SMSF and its related process. In that condition, the best thing they can do is approach a seasoned and reputed SMSF adviser who can work on their behalf and use expertise in getting the best of retirement.
We are a financial services provider firm specialises in everything that you need to accomplish in your SMSF. We have a dedicated team of accountants, tax agents, lawyers and Administrators who look after your SMSF and deliver efficient advisory as per your unique preferences. We provide our best efforts in accelerating your investments through our range of strategic services, letting you form the best plans for your future retirement.
Experienced Advisors
We are home to some of the best SMSF Advisors holding respective qualifications and have served in the industry for more than a decade. From the beginning till the end, we can guide you with everything leveraging the experience of our personnels.
Comprehensive of services
You name it, and we have it. To end your quest of finding everything regarding SMSF, we can help you with essential guidance, insurance, and estate planning.
Industry-leading technology and software
The world uses technology for making their life easy, and so does we. Our SMSF advisors use the latest industry-leading technologies and software to develop robust solutions.
Our personalised approach offers advisory inclusive of SMSF planning, setup and rollovers, Estate planning, taxes and investments so that you get everything in one place with us.
Our Advisory Process
Our advice process involves the following stages:
1. Understanding
Our first non-obligation meeting is simply a one-on-one conversation in which we give our complete undivided attention to knowing about your circumstances and objectives. In this initial phase, we will be brainstorming several strategies that can get the possible outcome for you.
2. Strategy
The second stage begins with zeroing our strategies and settling for one mutually agreed upon by all our personnels. We consider all the aspects such as tax, estate planning, investment, insurance and other important points. All our recommendations are appropriately documented in a Statement of Advice (SOA) that serves as a legal requirement.
3. Action
On the grounds of our strategy, We press the action button to review the strategy and how beneficial it is in meeting the objectives.
4. Ongoing Advice
Our association is not just limited to providing you with single time advice. We have maintained a huge client base who are still associated with us regarding their operational and management operations.
Book Consultation
For the creation of SOA or Statement of Advice, it's better if you take the assistance of a qualified SMSF Advisory firm. They will create the best possible solutions that will be present in the SOA.
Qualified Accountants are the best people to choose for getting advice and services regarding the SMSF as they have the required qualifications and understanding of SMSF related tasks.
If you have issues with the statement of advice, you can directly contact the Australian Financial Complaints Authority (AFCA) and raise your issues. The department will look after the issue and rectified in a quick period.
Yes, Qualified Accountants that possess experience and skills in SMSF related operations can be chosen for SMSF Advice.
A statement of advice is simply the recommendations of financial advisors that can help in achieving the objective and needs you have from the SMSF.
