We offer a broad range of products and services, including the following:

Buying and Selling Securities

• We buy and sell securities listed on the ASX for regular clients and one-off trades.

Retirement Planning - Self-Managed Super Funds

• For suitable clients with sufficient assets, we recommend the establishment of self managed super funds.
• This structure gives clients control of their retirement assets and enables them to consolidate their super and personal assets into their own SMSF.
• We provide a trust deed, an investment strategy and management services.
•  We ensure that Trustees meet their legal obligations and keep proper records.

Retirement Planning – Superannuation Pensions

• If clients have satisfied a condition of release, we assist them to establish superannuation pensions from their SMSF.
• Clients can draw on their Super while they keep working with a “Transition to Retirement” Pension.
• If aged 60 or more, clients can establish an Account Based Pension.

Risk Management

• We advise on risk management for clients who need insurance cover.
• We arrange appropriate levels and types of insurance cover.
• We arrange insurance to facilitate business succession planning.