(08) 9381 4444 rstark@smrspl.com.au

Welcome to
Self Managed Retirement Systems

Robert Stark, Director
Robert joined the financial services industry in 1970 initially in Estate Planning until 1987, when he became involved in SMSF strategies. On 17 Oct 1991 Self Managed Retirement Systems Pty Ltd (SMRS) was established to provide compliance and strategic advice to SMSF Trustees, particularly in the area of in-specie transfers of business real property to SMSF’s.

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We know you have worked hard for what you have and want to understand what is going on with ‘your’ money, we understand the importance of keeping you informed and up to date with what is happening with your investments and markets in Australia and abroad.

At Self Managed Retirement Systems we like to think of ourselves as financial mentors for our clients, we know that our true value is in empowering you with the knowledge to make the right financial decisions.

Code of Ethics

Self Managed Retirement Systems abides by a strict code of principles to ensure the highest level of professional standards and fiduciary duty.

Principle 1: Client First
Principle 2: Integrity
Principle 3: Fairness
Principle 4: Professionalism
Principle 5: Competence
Principle 6: Confidentiality
Principle 7: Diligence

Self Managed Retirement Systems acknowledge that everyone is different, with different circumstances, needs and goals. We treat every client as an individual, but follow a defined financial advisory process, to make sure you know what to expect from us.
Identifying where you want to be
We help you identify your financial and lifestyle goals and explain the services we offer to help you achieve them. The type of advice you need could depend on your life stage, the amount of money you want to invest and the complexity of your affairs.
We will help you to identify the range of issues that need to be addressed to meet your goals. You can then decide whether you want our advice to meet a single need or a broad range of issues.

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Investment Philosophy

Our investment philosophy and portfolio construction methods are based on the following key economic principles:

  • Capital markets work and build wealth over time
  • It’s time in the market, not market timing
  • Risk and return are related
  • Diversification is essential
  • Markets are efficient at pricing and reflect value and information accurately and quickly
Self Managed Retirement Systems understand that it is important to plan for the future as it is to plan for today. Part of that future long-term plan is Estate Planning; this is anticipating and arranging for the disposal of your estate after your death.

Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximise the value of the estate by reducing taxes and other expenses.

Send us a message

37 Blythe Avenue, Yokine WA 6060,     Phone (08) 9381 4444

ABN 14 054 013 857 | Financial Services Guide |  Privacy Policy

Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.