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
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.