Our Services
SMSF Investor provides a holistic approach to managing your SMSF that incorporates the following products and services:
- Educational material on superannuation and stock market investing that has been tailored specifically to meet the needs of self funded retirees who own and operate a SMSF;
- Strategic financial planning services for trustees who require personal advice;
- SMSF set-up and administration services to ensure SMSF trustees meet their compliance and reporting obligations.
Superannuation and Stock Market Investment Course
At SMSF Investor we have designed a comprehensive on-line adult education course on superannuation and stock market investing that has been tailored specifically to meet the needs of self funded retirees who operate a self managed super fund.
Purchasing the SMSF Investor course not only gives you life time membership to our website, but the potential to begin making your own investment decisions based on what you have learnt from the course.
We realise that no two individuals are the same in terms of their retirement plans and the level of income and capital growth they want to achieve inside their SMSF. That is why we teach our course members to develop their own investment strategy and invest in securities that best suit their own investment goals, rather than offer them an investment strategy or share portfolio that every other investor with a similar risk profile is given.
Financial Planning Services
For SMSF Investor clients who require further assistance in the form of financial planning services to assist them with making the right investment decisions, SMSF Investor can also help clients obtain strategic financial planning advice through our affiliation with a highly reputable financial planning firm. Please contact our friendly team for further information.
SMSF Set-up & Administration Service
SMSF Investor Pty Ltd together with Gerard Wilkes & Associates offers SMSF Investor clients a comprehensive self managed superannuation fund (SMSF) administration and compliance service. If you already have a SMSF, or are interested in setting one up and want a professional team to take care of the administration and compliance function on your behalf, please contact SMSF Investor today to discuss how we can help you.
The services we offer to our SMSF Investor clients include:
- SMSF Establishment – this involves preparation of a trust deed, ATO application forms, completion of a cash management account application form, investment strategy and provision of binding death nomination forms. Establishment of a Corporate Trustee will incur an additional cost.
- Full Administration – this service involves year end financial statement preparation, minutes of meetings, completion and lodgment of the fund’s Annual Return (income tax and regulatory return), collection and payment of the ATO supervisory levy, creation and administration of pension income streams, a mail collection service, on-line access to investments and annual compliance audit.
Other Services
At SMSF Investor we also provide helpful information on different research houses to use to enhance the decision making process as well as information on different types of trading software available so that clients can manage the performance of securities inside their portfolio on a daily basis.
We even have great deals from some of our third party affiliates regarding research and charting software in the Products & Services section of our website.
Whether you are a self funded retiree or a small business owner, whether you are an experienced or inexperienced investor, SMSF Investor provides you with all the tools and information you need to take control of your financial future.