Advice
The choice is yours. With various membership options available, you as the client can choose the level of service that suits your needs. If you would like to receive full-personalised advice for all aspects of running your SMSF, we can help. Alternatively, if you would like to make all of the investment decisions for your SMSF, but have a professional hold your hand, general advice would be more suitable.
What is Personal Financial Advice
When you receive personal financial advice from a qualified SMSF adviser, they’ll take into consideration your personal financial circumstances and objectives before giving you advice.
Their role is to work with you to understand your financial situation, help you set realistic goals and develop a financial plan to help you achieve those goals.
Your qualified SMSFl adviser will want to know:
- Where you are now – understand your financial situation
- Where you want to be – clarify your financial needs and goals
- They’ll then help get you started by creating a personal financial plan.
- What is General Advice
General advice or education does not take into account your particular circumstances, such as your objectives, financial situation and needs. For example, you may receive general advice when you attend a seminar about investing.
What level of advice you receive, whether full personalised financial planning advice or general advice is completely up to you as the client. You can choose the level of service that suits your needs. If you would like to receive full-personalised advice for all aspects of running your SMSF, we can help. Alternatively, if you would like to make all of the investment decisions for your SMSF, but have a professional hold your hand, general advice would be more suitable.
To arrange a meeting to discuss the various types of advice you can receive from the SMSF Club click here to arrange a free appointment with a licensed SMSF adviser.