Special Offers


Fixed Fee Rollovers - $350 per rollover

Wednesday, April 30, 2014

We will provide full administration services to organise the rollover of your superannuation to your new fund when you utilise our portfolio management services for 24 months. We will do this at a low fixed administrative cost.
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Free Statement Of Investment Advice

Wednesday, April 30, 2014

Clients who take up our portfolio management services for 24 months at our standard advertised rate as per this web site can have us prepare a Statement of Investment advice at no cost to them.
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Free SMSF Deed Establishment

Wednesday, April 30, 2014

Legal work to establish the Self Managed Super Fund undertaken at no cost to the client > Available to all new clients taking up our portfolio management services.
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