ADMINISTRATION

Managing the resources and assets that play a part in your financial freedom can be a challenge. It goes beyond just making a budget.

There are two specific areas where having the best financial planner in Australia can help is in SMSF and investment portfolios. Both are areas where attempting to DIY matters is taking a lot of risks.

A self-managed superannuation fund can give you some benefits as a trustee. However, all those who gain those benefits must also maintain the capital.

While you cannot legally delegate the management to another person or an organization, we can still help. Our team can provide some relevant support functions. This allows you to have an easier time understanding and to administrate the fund.

Administration services for a super fund include making sure it complies with all applicable laws, annual tax returns, and keeping an eye on member benefit statements.

Another area where you can get a financial planner in Perth to help is in investment portfolios. Investors must manage a variety of funds, properties, and direct shares.

However, each component also brings with it paperwork for applications. Records for redemptions, contracts for buying and selling, and even distribution of dividends also come into play. Also, some people just aren’t sure how to put together an investment portfolio.

Our investment planners and advisors can help.

We provide a variety of solutions for portfolio administration. Our team can facilitate the buying and selling process. We can also automate rebalancing and provide comprehensive year-end reports. We can also analyze the market for you, giving you a chance to make changes as needed.

Financial independence is not impossible. Whether with an SMSF, investments, or other methods, we can provide help.