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.
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 SMSF’s ASX listed ETO’s ( Exchange Traded Options) including Indexes & Put Option insurance ASX listed ETF’s (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
Interests in managed investment schemes Superannuation (SMSF) advice in establishing investment portfolios
International shares on all major exchanges Globally International ETF’s on exchanges Globally including Indexes, commodities & currencies
Leveraged Investing including Margin Lending
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.
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, Australia’s 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.