SMSF Advisers

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.

SMSF Reporting

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.

SMSF Advice

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.

What kind of stock analysis do you do?

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…

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