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What happens when you can’t manage your SMSF? 5 Alternatives

What happens when you can’t manage your SMSF? 5 Alternatives

More than one million Australians manage their superannuation via a self-managed superannuation fund (SMSF) structure. Many are motivated by the desire to have control over their own money, the potentially lower costs, or the option to make investments that aren’t available to members of public offer funds. Whatever the reason, if you are a trustee […]

Self-Managed Super Funds – Article 3

Attention:  Self-Managed Super Fund Members and Trustees   PROTECT YOUR INTERESTS AND ASK SOME SIMPLE QUESTIONS 1 July 2016 has now arrived. If you are a SMSF member or trustee who has relied on the services of an Accountant to assist you with ALL aspects of your SMSF, you need to ask the following questions: […]

Self-Managed Super Funds – Article 2

New Financial Year = New rules to protect ALL SMSF Trustees and Members   1 July 2016 is a pivotal date in the Self-Managed Superannuation Fund (SMSF) landscape. Any party that now provides specific financial advice in relation to a SMSF MUST hold an Australian Financial Services License (AFSL). If a licence is not held, […]

Self-Managed Super Funds – Article 1

Is my Accountant licensed to provide me with financial advice in the future? Recently, changes were announced to the licensing requirements for ALL Accountants who wish to provide financial advice in relation to Self-Managed Superannuation Funds (SMSF’s). If you use an Accountant to totally manage your SMSF and need specific financial advice, your options may […]

Stay off the ATO hit list

The (Australian Taxation Office) ATO has just released its online guide for tax compliance. Here’s how to avoid getting caught out at tax time. As the end of financial year approaches, the ATO is once again taking the magnifying glass to our financial affairs, to ensure we’re all paying what we should. With new technology […]

Financial Advisor Adelaide

We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.

Financial Planner Adelaide

The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.

Financial Planning Adelaide

A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.

Barry Phillis, Chris Scriva and Owl Financial Management Pty Ltd are Authorised Representatives of GWM Adviser Services Limited Australian Financial Services Licensee Registered Office at 105-153 Miller Street North Sydney NSW 2060 and a member of the National Australia group of companies.

GENERAL ADVICE WARNING: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. View Terms & Conditions >