Solutions

Maximise Your SMSF.

Having the right tools will help you get the most out of your SMSF.

We Can Do So Much for Your SMSF

Are you getting the most out of your SMSF?

Keeping up with the compliance requirements of your SMSF isn’t easy. But if you have the right tools, it will absolutely benefit you long term.

We are constantly updated on the intricacies to keep you informed on the best investment decisions. Our specialists can provide expert advice on navigating a volatile market, and succession planning for your later years.

Want to be in control of your superannuation? Get in contact with us now to put your future at ease.

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

Don’t Have SMSF but Thinking About it?

Considering SMSF?

A self-managed super fund is a structure that enables Australians to take control of their superannuation by giving them the final say in how the funds are invested and managed.

An SMSF, or, as we like to call it, a “smurf”, is one of the best retirement savings vehicles in the world. And, for small to medium business owners, it can be an incredibly useful structure.

There is so much you can do with an SMSF. Taking control of your retirement savings is simpler than it sounds.

Intrepid Wealth

We create a tailor-made, holistic report that looks at all the aspects of your financial future: retirement; estate planning; providing for your children and grandchildren; getting the most from your investments; reviewing your mortgage; improving your income; protecting your family and your health; reducing your tax bill and providing for care in old age.

Do You have

Wealthy Habits?

The vast majority of rich people didn’t get there by accident or luck. Accumulating wealth requires maintaining a specific set of habits that foster prosperity. See how you stack up with your Wealthy Habits.

Our Great

Superannuation Expert

PJ Patterson

For some, money is more than a resource to be used for exchanged or moved around for growth, instead it’s very personal and even, emotional. In our experience, money can make people crazy and volatility in the markets can make people even crazier! We get it. That’s why, if you ever have a concern, a question, a need for more clarity – we’re here for you.

PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.