Self Managed Superannuation Funds - PowerPoint PPT Presentation

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Self Managed Superannuation Funds

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SMSF Advisory can assist Trustees in creating a portfolio of investments in accordance with the Funds Investment Mandate to achieve the retirement needs of the members, together with a Portfolio service and trading reports that save considerable funds at year end accounting periods and provide instant visual assessment of your current position. – PowerPoint PPT presentation

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Title: Self Managed Superannuation Funds


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Self Managed Superannuation Funds
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SMSF Advisory can assist Trustees in creating a
portfolio of investments in accordance with the
Funds Investment Mandate to achieve the
retirement needs of the members, together with a
Portfolio service and trading reports that save
considerable funds at year end accounting periods
and provide instant visual assessment of your
current position.
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SMSF Advisory is licensed to
Provide financial product advice and deal in the
following classes of financial products
Australian Securities Exchange (ASX) listed
securities ASX Listed Warrants, including
currencies, Gold and especially Instalment
Warrants suitable for SMSFs ASX listed ETOs (
Exchange Traded Options) including Indexes Put
Option insurance ASX listed ETFs (Exchange
Traded Funds) including commodities Deposit and
Payment products including provision of Cash
Management Trusts Debentures, stocks or bonds
issued or proposed to be issued by a government
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Interests in managed investment
schemes Superannuation (SMSF) advice in
establishing investment portfolios International
shares on all major exchanges Globally Internatio
nal ETFs on exchanges Globally including
Indexes, commodities currencies Leveraged
Investing including Margin Lending
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Retail and/or Wholesale Clients
SMSF Advisory can assist in creating
Sophisticated Investor Status for qualifying
persons and or companies so as to take advantage
of Special Offerings from time to time under
section 708 of the Corporations Act. SMSF
Advisory have in the past been primarily involved
with the junior resource sector because of the
markets attraction to that area and high
commodity prices, in recent times our activity
has been dominated by the Blue Chip and top 200
sectors. This change in attitude has been driven
by the global lowering of interest rates
resulting in fixed interest investors seeking
higher returns on their cash holdings and yet
wishing to remain in above average secure
investments. No doubt this attitude will change
when both commodity and interest rates rise again.
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Portfolio Services
SMSF Advisory specialises in creating Portfolios
to suit the individual requirements of their
clients based on their income and or capital
growth needs. Subject to the active trading and
or size of trades for an account over any given
12 month period, SMSF Advisory will provide free
of cost, Australias Praemium Portfolio service,
which provides clients daily online access to
their portfolio of investments from anywhere in
the world and detailed trading history and
reports for accountants.
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For more update , visit us
https//www.smsfadvisory.com
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