services

self managed superannuation

  • Fund establishments, trustee structures (individual or corporate) & everything you need to get your SMSF up & running
  • Strategic & investment advice
  • Compliance support
  • Accounting, annual reporting, tax advice and tax agent services
  • Borrowing, purchasing and managing property within a fund
  • Recontribution strategies
  • Pension strategies – account based, transition to retirement & lump sum
  • Administration support in sharebroking, banking, share registries
  • Technical & legislative detail
  • Life insurance arrangements
  • Wind ups

superannuation

  •  Retail funds
  •  Rollover facilitation
  •  Cost & performance analysis

investments

  • Advice and access to a wide range of investment products and services
  • Tax and CGT guidance

life stage planning

  • Borrowing
  • Inheritance
  • Debt reduction
  • Cash flow planning
  • Income requirements
  • Capital budgeting
  • Risk assessment

© Fraser+Co. 2014. All Rights Reserved  |  Privacy policy  |  Credits  |  Vetro Design