Ostrava Asset Management

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Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Financial Planner Superannuation Services

Welcome to Ostrava Asset Management Discover the advantage of growing your assets including superannuation, and generating an income in retirement. Ostrava asset management is a premier fund manager and financial advisory firm who has a history of generating superior growth and income for their investment clients. We can help you: U n d e r s t a n d y o u r o v e r a l l f i n a n c i a l p o s i t i o n D e v e l o p a n i n v e s t m e n t s t r a t e g y f o r y o u W o r k w i t h y o u t o g r o w y o u r i n v e s t m e n t s


Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Financial Planner Superannuation Services

About Ostrava At ostrava we strive to generate the best returns for your investments. We will provide you a personal one -on-one tailored ser vice for your individual needs investing time and energy in understanding your needs to build an enduring partnership. W e a s s i s t o u r c l i e n t s g r o w t h e i r w e a l t h b y i n v e s t i n g i n p r o p e r t y, s h a r e s a n d superannuation, generating an income in retirement, protecting your family with insurance, and leaving a legacy through estate planning.

With our 20 years of experience in investment markets, we’ve been providing our clients nationally with rewarding personal service since 2005. Existing clients have referred a high proportion of our clients to us.


Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Financial Planner Superannuation Services

Superannuation services Ostrava specialises in establishing and administering self managed superannuation funds (SMSF). In addition we will help you formulate, document 
 and execute an investment strategy for your fund. When setting up your SMSF we will work with you to: N o m i n a t e t r u s t e e s f o r y o u r s e l f m a n a g e d s u p e r a n n u a t i o n f u n d I d e n t i f y f u n d m e m b e r s S e t u p y o u r f u n d s t r u s t d e e d a n d a p p l y o n i t s b e h a l f f o r a n a u s t r a l i a n b u s i n e s s

number and tax file number O p e n a b a n k a c c o u n t a n d s h a r e t r a d i n g a c c o u n t f o r y o u r f u n d . Y o u w i l l b e a l l o c a t e d a B S B a n d a c c o u n t n u m b e r a n d a H I N , f o r y o u r s e c u r i t y. R o l l o v e r a n d c o n s o l i d a t e y o u r e x i s t i n g s u p e r i n t o y o u r S M S F A d m i n i s t e r t h e f u n d a n d m a i n t a i n f u l l b o o k s a n d r e c o r d s o f t h e f u n d f o r a p e r i o d of seven years.


Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Financial Planner Superannuation Services

Investment Management Services Yo u r t r u s t e d i n v e s t m e n t m a n a g e m e n t t e a m t h a t o f f e r s d i v e r s e i n v e s t m e n t services Ostrava assists you in the construction of a portfolio of shares, which are chosen using our valuation methodology and investment philosophies , with investment decisions tailored according 
 to the risk appetite and p ro f i l e o f o u r c l i e nt s . We a l s o i d e nt i f y p ro p e r t y o p p o r t u n i t i e s a n d a s s i st you in the purchase, financing and management of property investments.

We w i l l wo r k w i t h yo u t o fo r m u l a t e , d o c u m e n t , a n d m a n a g e a n i nve st m e n t s t r a t e g y. W e a l s o a d m i n i s t e r y o u r i n v e s t m e n t s a n d m a i n t a i n f u l l b o o k s a n d re co rd s . We st o re a l l re co rd s fo r a p e r i o d o f s eve n ye a rs .


Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Financial Planner Superannuation Services

Estate Planning Services Our in house lawyer can help you set up a will, charitable and testamentary t r u s t f o r y o u r e s t a t e a n d b i n d i n g d e a t h n o m i n a t i o n f o r y o u r S M S F.

Estate planning can be complex and it seeks to eliminate uncertainties and ensure your estate is passed on to your intended beneficiaries in an e f f i c i e n t a n d t a x - e f f e c t i v e w a y.


Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Financial Planner Superannuation Services

Insurance Services Ostrava can organise your insurance needs through our broker relationships obtaining you the best prices for premiums from the top life companies. Insurance cover we can help you with includes: Life I m m e d i a t e c o v e r u p t o $ 1 , 0 0 0 , 0 0 0 t o p r o t e c t y o u r f a m i l y a n d y o u r a s s e t s N o m e d i c a l s o r b l o o d t e s t TPD (total & permanent disability) U p t o $ 7 5 0 , 0 0 0 c o v e r t o p r o t e c t y o u r s e l f a n d y o u r f a m i l y i n t h e e v e n t o f a s e r i o u s illness or injury N o m e d i c a l s o r b l o o d t e s t Income protection R e c e i v e u p t o 7 5 % o f y o u r i n c o m e i f y o u c a n ’ t w o r k d u e t o a n i n j u r y o r s e r i o u s i l l n e s s P r e m i u m s c a n b e t a x d e d u c t i b l e


Website: http://www.ostrava.com.au Office: Level 11, 350 Collins Street, Melbourne VIC 3000Australia Phone: 1300 663 217 Email: super@ostravaequities.com.au Asset Management Investment Management SMSF Estate Planning

Contact Us Melbourne Level 11, 350 Collins Street Melbourne VIC 3000 australia Te l e p h o n e : 1 3 0 0 6 6 3 2 1 7 Fax: +61 3 9600 3577 Email: super@ostravaequities.com.Au Sydney L29, 2 Chiefly Square Sydney NSW 2000 Te l e p h o n e : 1 3 0 0 6 6 3 2 1 7 Fax: 1300 133 227

Financial Planner Superannuation Services


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