Our Mission Statement

Our aim is to provide self funded retirees with everything they need in the one place to successfully run their SMSF. Ultimately we want to give our clients the knowledge and tools to make their own investment decisions and execute their own stock market trades, rather than relying entirely on someone else to look after their life savings. We therefore believe that SMSF investors need to strike the right balance between doing it themselves and seeking assistance from professionals.

The SMSF Investor on-line course has been designed to assist our members achieve their long term financial objectives. Although we are advocates of direct investment in the markets rather than investing via unlisted managed fund structures, we are also supporters of freedom of choice and flexibility to invest in whatever investment products are deemed suitable for a SMSF investor based on their circumstances. We believe this investment methodology provides our members with more flexibility and control while being more cost effective to implement in the long run. 

Once you become a member of our website you will have full access to our team of professionals if you need assistance with anything inside the course.