Ostrava asset management

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Ostrava specialise in superannuation services focusing on SMSF (Self Managed Super Fund) as well as asset management, estate planning, financial management and investment services. Ostrava services also extend to funds management and investment management while working as your asset manager on your self-managed superannuation.

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Ostrava asset management

  1. 1. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningWelcome to Ostrava Asset ManagementDiscover the advantage of growing your assets including superannuation, andgenerating an income in retirement.Ostrava asset management is a premier fund manager and financial advisory firmwho has a history of generating superior growth and income for their investmentclients.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

  2. 2. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningAbout OstravaAt 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 individualneeds investing time and energy in understanding your needs to build an enduringpartnership.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 dsuperannuation, generating an income in retirement, protecting your family withinsurance, and leaving a legacy through estate planning.With our 20 years of experience in investment markets, we’ve been providing ourclients nationally with rewarding personal service since 2005.Existing clients have referred a high proportion of our clients to us.
  3. 3. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningSuperannuation servicesOstrava specialises in establishing and administering self managed superannuationfunds (SMSF). In addition we will help you formulate, document 
 and execute aninvestment 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 snumber 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 ea 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 dof seven years.
  4. 4. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningInvestment Management ServicesYo 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 tservicesOstrava assists you in the construction of a portfolio of shares, which arechosen using our valuation methodology and investment philosophies ,with investment decisions tailored according 
 to the risk appetite andp 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 styou 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 at e , d o c u m e nt , a n d m a n a ge a n i nve st m e nts 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 sa 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 .
  5. 5. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningEstate Planning ServicesOur in house lawyer can help you set up a will, charitable and testamentaryt 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 andensure your estate is passed on to your intended beneficiaries in ane 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.
  6. 6. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningInsurance ServicesOstrava can organise your insurance needs through our broker relationships obtainingyou the best prices for premiums from the top life companies. Insurance cover we canhelp 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 tTPD (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 sillness or injuryN o m e d i c a l s o r b l o o d t e s tIncome 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
  7. 7. 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 Financial Planner Investment Management Superannuation Services SMSF Estate PlanningContact UsMelbourneLevel 11, 350 Collins StreetMelbourne VIC 3000 australiaTe l e p h o n e : 1 3 0 0 6 6 3 2 1 7Fax: +61 3 9600 3577Email: super@ostravaequities.com.AuSydneyL29, 2 Chiefly SquareSydney NSW 2000Te l e p h o n e : 1 3 0 0 6 6 3 2 1 7Fax: 1300 133 227

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