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.

3. 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.

5. 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

8. 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

11. 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.

14. 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.