Being involved and looking after your future is why you have an SMSF – right?
We partner with BT Panorama and BGL Simple Fund 360 to give you real-time access to all your investments and super information so you can see the whole picture at once, giving you the tools you need to stay compliant and make the best possible decisions. Using the best of technology allows you and us to simplify and streamline SMSF administration, saving you time & money.
No-one likes to think about death, especially their own. But making the time now to determine what should happen later will save your family heartache and hardship. Making a Will is an important part of estate planning, and we can work with you and your lawyer to ensure everything is carefully considered and will work the way you intend. If you don’t have a lawyer yet, we can make recommendations for you. And later… much, much later, when your Will is activated, we can assist your executor & family with your business and financial affairs to help ease a difficult time.
The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials.