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

Investment Portfolio Service

For clients that do not need ongoing strategic superannuation advice or holistic financial advice, we offer an Investment Portfolio Service.

This service can be of real benefit to clients looking for assistance with asset allocation, ensuring adequate diversification, fixed interest strategies and a long-term investment strategy for their superannuation or ordinary money portfolio.

Our Investment Portfolio Service includes:

  • Development of a long term investment strategy
  • Development of a strategic asset allocation
  • Portfolio construction
  • Ongoing reviews (annual or bi-annual)
  • Portfolio re-balancing
  • Opening of trading or platform accounts
  • Linking of bank accounts
  • Assistance with tax reporting
  • Regular market updates
  • Access to comprehensive research

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.