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