Superannuation including Self Managed Superannuation Funds, Self Managed Pension Funds, Risk Insurance.

• We provide services in setting up, administration and operation of Self Managed superannuation funds with less than five members.

• We also provide services in setting up Self Managed Pension funds and their administration.

• We take all the hard work out of operating these funds including compliance and taxation requirements.

• We assist clients in making the investment decisions which they can control.

• We also provide specific investment advice where required and access to research on investments.

• An investment pool of at least $100,000 is needed to make the use of the self managed entities cost effective.

• We can show you how to prepare for, or enter or "Transition to Retirement Plan" having the effect of reducing your taxation and preparing you for retirement.

• We devise strategies and plans specifically managed. Allocated Pensions which you can control and we provide a service for its administration.

• We provide services relating to Term Life Insurance, including Total & Permanent Disability (TPD) Cover, as well as Income Protection

• We are able to provide Group Insurance arrangements for Term Life, TPD and Salary Continuance. These policies may be arranged at low premiums with no medical checks where Automatic Acceptance is available. (Conditions apply)

• We take no brokerage fees, commissions, trails or any other benefits in placing insurance products or any other product.

• We agree a fee with our clients before we commence the service.