07 5527 9291 07 5527 9291 This email address is being protected from spambots. You need JavaScript enabled to view it.

position stick rightmiddle

Self Managed Super Funds

We help you take control of your super

SELF MANAGED SUPER FUNDS

Strategic Wealth Group will help you Implement, Administrate and provide ongoing advice.

  • Take control of your super
    Having a self managed super fund (SMSF) can give you greater control over your financial future. Being in the driver's seat means you make all the investment decisions and can get your super working for you, including accessing unique tax and investment opportunities. But there is also the challenge of managing the administration and compliance of an SMSF.
  • Help with administration and compliance
    We will makes it easy for you to run your own self managed super fund, with help where you need it. We keep the day-to-day paperwork in check, arrange your annual audit and tax returns, and help with your SMSF's compliance.
  • Choose your own investments
    Enjoy freedom to focus on what's really important to you and create the investment strategy you want. Manage your super through an online platform - invest, transact and check how your investments are performing.
  • Advice and information when you need it
    Whether you want to quickly check something, or prefer specific or comprehensive financial advice, Strategic Wealth Group is here to help you.

Areas of Advice

  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Deposit and Payment Products
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Life Products
  • Retirement Savings Accounts ("RSA") products
  • Securities (advice and services are provided through a Stockbroker)
  • Self Managed Superannuation Funds
  • Superannuation

Adviser Profile

Financiallink logoStrategic Wealth Group Pty Ltd is a corporate authorised representative of Financial Link Group Pty Ltd

OUR CONTACT DETAILS

Neville Ortega

(07) 55 279291

0419 599 540

This email address is being protected from spambots. You need JavaScript enabled to view it.

Strategic Wealth Group

Level, 15 The Corporate Centre, Bundall

(07) 55 279291

admin@strategicwealthgroup.com.au

Go to top