Smsf Advisory Services Pty Ltd


Presentation Description

SMSF Advisory offers a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration and compliance. We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.


Presentation Transcript

Smsf Advisory Services:

Smsf Advisory Services

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SMSF Advisory is Australia’s largest national full-service stockbroking and wealth management network with more than 150,000 client accounts, 200 authorised representatives and 250 employees. SMSF Advisory Services proudly own P.W. Kitt & Co a subsidiary of ours that are Australian renowned for the expertise in accountancy services. P.W. Kitt & Co also specialising in assisting to establish investment funds such as a SMSF and work very closely with SMSF Advisory to assist our clients in any questions they may have from standard portfolio structuring to assisting in latest tax updates.

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SMSF Advisory have been helping Australian investors with stockbroking services for over 15 years and were established in 2001. With a national presence and $30 billion of assets under advice, SMSF Advisory offers the intimacy of a boutique investment firm, backed by the resources and scale of a major financial group, IPAC. At SMSF Advisory we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities.

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We are client focused, having helped our clients manage and grow their financial assets for over 15 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. SMSF Advisory offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers.

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By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone. SMSF Advisory believes in diversification, lower fees and transparency. Whatever shape and size your financial goal comes in, we’ve got the solution for you . We welcome you to SMSF Advisory Services. Your partners in building and preserving wealth.

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Everybody who works for SMSF Advisory works on a guided principle to put our members at the forefront of our decision making, from our customer service team, our customer relationship managers to our management team, we are here to make sure that the decision we make today will benefit all members now and into the long term . We believe everyone should have the confidence to control their financial future and it shouldn’t be hard or expensive to do so . For the last two decades, we have dedicated our knowledge and experience to offer everything you need to make wealth happen, free from the jargon and complexities so commonly found in the finance industry.

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