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SMSF

When death doesn't have to do us part

  One of the features of a self-managed super fund (SMSF) that is often touted is its flexibility. This exists both in accumulation and retirement phase, and arises in a number of contexts, such as investment choice and pooling of balances. It's also important to remember that this flexibility also exists when it comes to estate ...

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Very positive return, and regular contact discussing methodology for stock/fund selection and reviewing portfolios. John has the trust of my accountant with whom I have a 25 + year relationship who described him to me as "honest to a fault and incredibly hardworking". He keeps in touch and is proactive rather than reactive in his approach to managing my portfolio. He appears to surround himself with very motivated and similar thinking colleagues. He is punctual and professional in meetings. ...

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