Pauline Hammer, Anna Garuccio, Amanda Brain, David Novotny and Shaun Gort are distinguished as reputable specialist SMSF Advisers within the financial services industry. All of our Strategy Advisers have achieved the highest possible level of education and experience required by the Self-Managed Super Fund Association for admission as Specialist Members of the SMSF Association.
We provide comprehensive ongoing administration services to you through our internal administration system and software. You will have on line access 24/7 where you can view a simple portfolio valuation updated daily or many more comprehensive and detailed reports are at your fingertips.
If you choose to manage your own fund, it is important you understand the responsibilities placed upon you, the trustees of regulated funds today. We understand the complexities of the current and forever changing superannuation legislation and offer specialist advice and assistance in this area, carefully guiding you to a successful SMSF strategy.
Fundamental stock analysis, with particular focus on return on equity, future earnings growth and relative valuations (PE relative to historical and peer group). Consideration of a “quality” rating through features such as management quality and track record, corporate governance, balance sheet management, company direction and market sentiment Macroeconomic and thematic influences, including the global growth…
Founded in 1998 by stockbroker Marcus Padley, Marcus Today has grown from a daily note to clients into a leading independent stock market newsletter, with in-depth company research and recommendations, financial market analysis and commentary, trading and technical ideas and model portfolios. The Marcus Today culture of “telling it as it is” has translated into…
the S&P/ASX 200 Industrials
the S&P/ASX 300 Accumulation Index
Over a 1 year period, 3 year period and since inception, the historical performances are as follows: Growth SMA 1 year: +5.06% vs S&P/ASX 300 Accumulation Index -9.96% 3 year: +7.16% pa vs S&P/ASX 300 Accumulation Index +4.94% pa Inception: +6.15% pa vs S&P/ASX 300 Accumulation Index 6.06% pa Income SMA 1 year: -13.14% vs…
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