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If you are the trustee of a SMSF with up to 6 members you need to talk to us to ensure that you comply with the latest SIS requirements for SMSF’s
What Our Client’s Say
We would like to pass on our gratitude for all your help when we were acquiring insurance policies. Your personal service is what makes you stand out from the crowd, and the finite attention to detail has really paid off.
You saved us a fortune in my wife’s Insurance Loading – 100% (nearly $1000). Your impeccable method of obtaining pre-assessments and the countless calls to the insurer and then back to us, has resulted in a win beyond our highest hopes. I still cannot believe how rare a great Advisor is, only if more people would listen and take the time like you do, on the matters that really count.
Forever in your debt,