Self Managed Retirement Systems are a fee for service firm and take no commissions from investment product providers.
Our fixed fees reflect the value of our advice to our clients and the services we provide. All of our fees are transparent and we will not charge a fee to a client without prior client approval and sign off. We can generally offer clients a fixed fee for most engagements.
We have an extensive list of service and package fees available. Our fees can be deducted directly from your superannuation account, or paid by you personally or your business.
Should you wish us to design tailored service for you, please contact us on 08 9381 4444 or book a consultation via our website.
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.