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

Retail Super Advice Package

Self Managed Retirement Systems understand that not all clients are suited to a self managed fund, so we offer an ongoing advice service package for clients who wish to remain in a retail or platform superannuation plan, or whom are looking to build their assets to enter a self managed fund at a later date.

Our retail super advice offer provides the same level of comprehensive quality financial advice as our self managed super packages.

This package includes:

  • Annual review
  • Personal insurance analysis and review
  • Rollovers and establishment of new fund if required
  • Investment portfolio construction and review
  • Development of a long term financial plan
  • Phone and email support
  • Quarterly newsletter
  • Transition to retirement strategies
  • Estate planning review
  • Centrelink Advice
  • Gearing

37 Blythe Avenue   Yokine WA 6060 

Mail   PO Box 2214, Yokine South WA 6060    Email rstark@smrspl.com.au
Phone  (08) 9381 4444   Fax  (08) 9380 4051

Robert Stark CFP AR 239489 & Self Managed Retirement Systems Pty Ltd CAR No 240331
are Authorised Representatives of  Core Financial Services Pty Ltd, ABN 91 607 163 646
AFSL No 480009 Principal Address: 121 Meadowbank Ramble, BULLSBROOK WA 6084

The information contained in this website does not consider your personal circumstances and is of a general nature only.
You should not act on it without first obtaining professional financial advice specific to your circumstances.