thesmsfreview.com.au - Guide Insurance

1 Griffin Financial Advisory Pty Ltd

At Griffin Financial Advisory Pty Ltd we help you build and protect your lifestyle, wealth and retirement with effective strategies. We offer financial planning services covering Superannuation, Insurance, retirement planning and debt management.

1 iTrust Tax & Accounting SMSF Setup, Admin and Advice Services

iTrust Tax and Accountants provide SMSF setup, SMSF admin, Small Business Tax and Accounting, Fixed Fee Quotes, Tax Advice, Tax Returns, Epping, Chatswood and Sydney CBD. Independently owned and operated.

1st Street Home Loans

Accountants, business & tax adivsors, SMSF specialists

At A C Partners, we go beyond just preparing tax returns and accounting. We focus on providing a complete package of services that is tailored to each of our client’s needs so that we become the first point of contact in their decision making.

Acumen Accounting & Business Services

Acumen specilises in runing, setting up and managing SMSF's.

Advisor

Advisors (SMSF)

AFA Group - Superannuation Advice & Insurance

Australian Financial Advisers Group is a full service financial advisory firm focused on helping Australians grow and secure their wealth; by offering products and services for financial planning, insurance, superannuation and investments.

Agbis Financial Planning

Matt Meehan is a Sub-Authorised Representative of Agbis Pty Ltd, Corporate Authorised Representative No. 407219.

ASET Wealth Management Pty Ltd

ASET Wealth Management can help you gain the confidence to make sound financial decisions, giving you freedom to live life the way you want and a clear roadmap for your financial future.

Astute Investing

Based in Adelaide, Astute Investing offers independent financial planning, investment and Self Managed Super Fund Advice.

Avant Financial Services

Avant Financial Services is a West Australian owned and operated financial planning business. Avant specialises in providing a complete financial planning service for all your individual and business financial planning needs.

BANTHALIS ACCOUNTANTS

SMSF SET UP SMSF BORROWING SMSF ADMINISTRATION

Beyond Wealth Financial Planning

Beyond Wealth Financial Planning is an independently owned SMSF specialist advisory firm. Rosemary Salway is an accredited SMSF Specialist Advisor. Our focus is on strategic advice and direct share investment.

Blackmore Honeychurch Risk Services Pty Ltd

Blackmore Honeychurch Risk Services Pty Ltd is a privately owned financial planning practice who specialises in risk management strategies for individuals, business and members of Self Managed Superannuation Funds.

Brian Pert

Brian Pert is a director and adviser of Pert & Associates. Pert & Associates is a boutique advice firm helping a limited number of clients make smart decisions with their money.

Care4Wealth Pty Ltd

Care4Wealth specialises in structuring wealth protection plans for family, business, professionals, corporate executives, SMSF owners, estate planning or business succession.

CMP Financial Planning

I'm Andrew Newman, Financial Adviser, Founder of CMP Financial Planning and Superannuation & Insurance Specialist, based in Moonee Ponds, Melbourne.

Cooper Barber Financial Planning Pty Ltd

Is an SMSF for you? Or do you have one and realise the need for an adviser to partner you in the decisions and options available to you? Then an accredited SSA adviser would be a great start.

Direct international investing in your SMSF

At Valor Private Wealth, we are acutely aware of the lack of wonderful companies available to invest in Australia. With the high Australian Dollar, now is the best time to look to invest in the best companies in the world in your SMSF.

Direct Property in SMSF

Wealth First Financial Pty Ltd delivers holistic, unique and appropriate solutions for the creation and management of wealth, by way of investment, superannuation and risk. We specialise in direct property investment within SMSFs.

Director

Dixon Advisory (Canberra)

Dixon Advisory is a specialist SMSF advice firm, with services spanning SMSF setup and administration, financial strategy advice, investment advice, estate planning advice, wills drafting, personal insurance, and property investment advice.

Dixon Advisory (Melbourne)

Dixon Advisory (Sydney)

Dolfinwise

Dolfinwise is a fee-for-service financial advice business specialising in providing compliance, structuring and investment advice to trustees of Self-Managed Superannuation funds.

Educated Finance

Finance for residential and commercial property using personal / company / trust / SMSF structures. Wealth creation and protection. Call 1300EDUCATED.

Elston Partners - SMSF Strategic & Investment Advice

We are a privately owned firm that specialises in personal strategic & investment advice to small business owners, executives & professionals. In particular we specialise in providing advice relating to SMSFs and direct investment.

Elston Partners - SMSF Strategic & Investment Advice

ESUPERFUND

ESUPERFUND provides a free SMSF establishment service, plus administers all aspects of a SMSF's compliance obligations, including the Fund's Financial Statements, Tax Return and Audit for a low fixed fee.

Financial Planner

Fluid Financial Planning

Fluid Financial Planning offers personalised SMSF solutions. We place your interests first & have our own financial planning licence. Our goal is to secure your future. We offer investment advice and a broad range of SMSF solutions.

FMD Financial

Do you need help making investment decisions for your Self Managed Super Fund? FMD Financial is a boutique financial advisory business, dedicated to providing strategy and investment advice to assist you in professionally managing your SMSF.

FMD Financial (Qld) Pty Ltd

With combined experience in financial services industry of almost 40 years, along with over 10 years specialising in the unique needs of Self Managed Superannuation funds, we are well placed to provide a high level of service to SMSF trustees.

FP Connect Pty Ltd

FP Connect Pty Ltd is a team of Experienced Financial Planners with over 100 years combined experience in the Financial Planning Industry. Offices located in Brisbane, Gold Coast, Ipswich, Sunshine Coast and Toowoomba.

Fraser Wealth Management - Mark Fraser SMSF Specialist Advisor TM

Fraser Wealth Management is a family run small business based in Mudgeeraba on the Gold Coast. We specialise in SMSF's including establishment, investment advice, insurances, accounting and auditing and ongoing review and mentoring services

FREEDOM WEALTH ADVISERS

Freedom Wealth is an SMSF advice provider, who specialises in property strategies and customised investment portfolios along with a comprehensive services for trustees of SMSF's.

Futurum Financial Planning

Futurum Financial Planning’s approach is to build a long standing partnership with you by delivering superior Futuradvice, expertise and service. Irrespective of your financial situation we can make a real difference in helping you achieve your goal.

Genesys Wealth Advisers - Gordon Campbell & Associates

GCA Private Wealth assists clients through all stages of their SMSF including establishment through to provision of ongoing SMSF advice. Please see our full description or contact us on (03) 6224 9590 to discuss how we can assist you.

Glenmar Financial Services

Glenmar Financial Services is a small boutique advisory business that specializes in Financial Planning and Finance Broker Services. We provide effective strategies from a range of high quality financial products within the SMSF market.

Godfrey Pembroke East Perth - Financial Advisers

Financial advice is just a phone call away. Your first appointment is cost and obligation free. Visit gpfinancialadvice.com.au to find out more.

Harvard Paraplanning Services

Providing specialist paraplanning services to SMSF advisers for more than seven years. We can prepare your Statements of Advice and Investment Strategies on your behalf for your SMSF trustee clients.

Head of Marketing and Alliances

In response to the new legislation, specialist Australian independent life insurer NobleOak Life Ltd (NobleOak) will launch a new product called SMSF Direct Life in June 2013. It offers unmatched flexibility which makes it ideal for SMSFs.

HLB Mann Judd Accoutants Business and Financial Advisers

SMSF Specialists with the full range of services from accounting to strategic planning and investment/insurance advice. Qualified staff providing independent and unbiased advice. Please contact us if wishing to work with professionals in SMS Funds.

Indian Ocean Financial Services

Indian Ocean Financial Services core vision is to provide clients with truly independent advice that add value so that our clients know that their adviser is not influenced by any other parties. We provide a complete service of setting up a SMSF.

Integralife Financial Planning

Financial Planning, SMSF, Superannuation, Investing, Shares, Managed funds, Income protection, Life, TPD and Trauma Insurance, Mortgage broking, cashflow and budgeting

JustInvest Financial Planning Pty Ltd

JustInvest Financial Planning is a second generation family business, established in 1967. We have a long history of helping clients achieve their financial goals. We offer advice in wealth creation, protection and preservation.

Life Insurance and Super Pty Ltd

Life Insurance and Super specialises in: Life Insurance (including Total and Permanent Disability and Trauma) Income Protection (and Business Expenses) Superannuation Self Managed Superannuation Funds Investments Portfolio Administration

Life Strategies

Founded in 1995 Life Strategies has worked with clients providing fee based investment advice, SMSF administration services, Accounting & Tax services. With a Financial Planning & Accounting Division we can assist with most areas of advice.

LINK Wealth Management

Assisting clients create, protect and distribute their wealth utlising the most efficient and effective strategies. SMSF investment advice utilising direct property and shares. Fee for Service advice.

Macquarie Self Managed Superannuation Fund Solutions

Our specialist Macquarie staff are renowned for their efficient, friendly service and product knowledge. Our aim is to make the process of establishing and managing an SMSF as simple as possible.

Magnitude Financial Planning Emerald

Financial Planning Practice servicing high net worth individuals. Specialising in construction of tailored investment portfolios, structural advice, wealth protection and succession planning.

Meritum Financial Group

We are a specialist Financial Planning & Asset Management group, providing retail clients with comprehensive solutions for their wealth accumulation and retirement planning needs.

Mr

Mr John Deakin CFP SSA

Mr Paul Barsden

Mr Richard Lovell

Mr Trent Savage (Macquarie Private Wealth Management)

Provision of comprehensive financial services with our team of investment professionals.

Mr.

Navigate Financial Group

Navigate Financial Group has been providing financial advice to individuals and business's for almost 20 years. We specialise in providing strategy, project management and ongoing advice for Self Managed Super Funds.

Orbe Solutions

Is a SMSF for you ? Need help setting up a SMSF ? Not sure what to invest in? Administration a nightmare? Is your SMSF compliant? We can help assist you.

Partners in Planning

Whether its superannuation, insurance or general financial advice, Partners in Planning(PIP) are here to partner with you to ensure you aim for a secure financial future and the protection of your lifestyle.

Personal Financial Services

Personal Financial Services is a financial advisory and asset management business, supporting and partnering high net worth individuals, families, companies and charitable trusts. We are specialist SMSF advisors.

Pert & Associates

Pert & Associates is a boutique advice firm helping a limited number of clients make smart decisions with their money. Pert & Associates deliver more than just financial advice, they provide holistic independent advice by acting as your Personal CFO.

Pert & Associates

PFS Financial Advisers

PKF Gold Coast

At PKF our team of SMSF specialists can assist you with the daily management of your Self Managed Superannuation Fund and also provide strategic retirement and estate planning advice. We are here to help you make money.

PWK Private Wealth Advisers

PWK Private Wealth Advisers - Independently Owned - Boutique - High Net Worth Clients or Clients with Above Average Earnings - Concentrated no of Clients - Exemplary Level of Ongoing Service - Investment - Insurance - Strategic Planning - SMSF.

Reed Financial

We are a boutique wealth management business specialising in professionals, business owners and people preparing for retirement with Self Managed Super Funds. We can add value via structuring your SMSF investments and innovative gearing solutions.

Robertson de Rooy & Associates Financial Services

Sage Financial Group

At Sage Financial Group we believe that Financial Planning is all about great outcomes for our clients. You can depend on the quality of the advice and the calibre of the Sage team. Let our years of experience and knowledge work for you.

Self Super Insurance

Insurance for Trustees and Self Managed Super Funds, covering ATO Audits, investigations & prosecutions, civil penalties, trustee disputes, loss of documents and more. Cover is underwritten by QBE Insurance Ltd and can be purchased and paid on-line.

SMSF Adviser

SMSF Financial Planning and Taxation

SMSF Insurance Specialists: Business Insurance Group Pty Ltd

We cover all aspects of insurance for Self Managed Super Funds and specialise in how to structure your covers. Life Insurances - either internal or external to Super Commercial/Property Insurances - for assets owned by the Super Fund

SMSF Life Insurance

We offer SMSF life insurance across Australia's 10 major companies. We have an online comparison tool - which gives you all 10 rates at once. This gives YOU the control to determine your own amount of life cover and who you wish to insure with.

SMSF Specialist Adviser

SMSF Specialist Advisor

Godfrey Pembroke Gold Coast is a boutique financial planning firm offering a fee-for-service advice and consultation business to high net worth individuals. They provide specialised SMSF strategic advice to aide trustee compliance and performance.

Southern Financial Strategies

Stonehouse Super Services

Sweetman Financial Planning Group

We are a Financial Planning Practice that offers investment, superannuation and insurance advice.

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TMS FINANCIAL SERVICES PTY LTD

Wealth Effect Group

The Wealth Effect Group is a privately owned boutique wealth management practice. We provide specialised advice for individuals, medical professionals, small to medium business owners and self-funded retirees.

Wealth Effect Group

Wealth Lane

Specialising in advising small business owners in achieving the life they want before and after retirement. Making the most of the unique opportunities they have availalbe to them using small business tax concessions and SMSFs.

Wealth Planning Partners

The Advisers at Wealth Planning Partners have been servicing the Gold Coast and SE Qld community for around 30 years. Please call if you’d like to receive your financial advice from a well-established, reputable Gold Coast firm.

WTC Financial Services

Our financial planners can assist you with independent advice on strategies to grow and protect wealth, reduce tax and achieve your financial goals. We do this by assessing your situation, needs and goals and providing tailored advice to you.

You First Financial Pty Ltd

You First Financial provides sensible, strategic advice to enhance and protect your wealth