Our alliance partners are welcome to access our range of useful resources. This is general information only. We are not licensed to provide financial product advice and do not provide personal financial advice. Ours is a wholesale service dedicated to providing support to licenced SMSF advisers and accountants. Direct trustees should consider taking specific financial, tax and legal advice from a licensed person before making a decision on a financial product or implementing any particular course of action including the establishment of a self managed super fund.
Technical Help covers a number of important issues in more detail. Advisers are welcome to incorporate any of these articles into client presentations.
Calculators & Tools includes our suite of difficult to find calculators and our unique investment strategy tool.
Legal References includes most of the important legislative items. These will be particularly useful to SMSF students or more experienced operatives seeking reference material to support their presentations.