OTHER
SERVICES
1
SELF MANAGED SUPER FUNDS (SMSFs)
What investors often overlook is the financial and investment expertise required to run, or be involved in running, an SMSF.
As a trustee, you’ll be responsible for creating and implementing your own investment strategy—one that will need to deliver enough returns to adequately fund your retirement.
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This means you need to:
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understand how investment markets work, including sharemarkets
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record your investments and transactions
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ensure your fund is adequately diversified to help manage risk.
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So skip all these hassle and let our expertise handle your and your fund's future.
2
INVESTMENT ADVICE
In this day and age, financial advices are becoming increasingly important mainly because of the evolution of investment products into a more dynamic and complex financial assets.
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Your investment journey, regardless of when you started investing, requires years for you to manage and considered as a lifetime commitment. Hence, an investor would require constant financial advice to plan a flexible strategy for different risk appetites of investors.
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