Rees helping you manage your own fund.Many people choose to take control of and responsibility for their financial future by setting up a Self Managed Super Fund.
We can assist trustees by:
- Setting up the fund
- Helping you understand and meet your obligations as trustees of the fund
- Advising you, the trustees, about compliance issues and the impact of non- compliance, including advice on the impact of legislative or regulatory changes
- Providing annual planning meetings, as well as on call advice for trustees
- Advising you about investment decisions, investment strategies, asset allocations and diversification
- Giving you access to investment opportunities not available to the general public
- Providing regular consolidated investment portfolio reporting and management
- Assisting with insurance options and obligations
REES FINANCIAL PLANNING IS AN AUTHORISED REPRESENTATIVE OF INTEGRITY FINANCIAL PLANNERS PTY LTD Australian Financial Services Licence Number 225051
www.iplan.com.au
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