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By law every SMSF should have an investment strategy that is well documented and reviewed yearly.

We can assist with a variety of specialist strategies focused on accumulating wealth and providing safe secure investment streams for life, provided you are 55 or over. Just as a farmer focuses on harvested yield and not the price of land, modern retirement portfolios focus on income.

It’s like building a floor of safe income to give you a foundation of preparedness in retirement. We will help make sure your SMSF is maximising it’s potential.

For information on any of the above, simply contact by phone (02) 9525 0777 or email david@smsftactics.com.au

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