Self-managed super fund (SMSF) advice.

SMSF’s over the years has vastly grown to be one of Australia’s favourite retirement vehicles.


They offer you the ability to take advantage of your superannuation funds and gain control, flexibility and tax effectiveness over how it is invested.


Whether you wish to use it as a vehicle to put your superannuation into property or more effectively invest into the market an SMSF strategy may be right for you.

There are increased obligations and responsibilities when running an SMSF so it is essential to talk to a financial adviser to see if it is right for you. 


Contact us to find out more.


Level 3, 130 Bundall Rd



PO Box 9285

Gold Coast MC, QLD 9726

We are authorised representatives (financial advisers) of Charter Financial Planning Ltd (Charter), the Australian Financial Service Licensee, Charter has over 340 financial planning practices across Australia, making it one of the largest financial planning networks.

Charter is a leading financial planning organisation in Australia and has been operating since 1996. Charter Financial Planning provides both personal and general advice and can offer a range of financial services that are listed within the Financial Services Guide (FSG).

As a principal member of the Financial Planning Association (FPA), Charter, and their financial advisers, have adopted the FPA’s Code of Ethics and rules of professional conduct.

Charter is backed by AMP, one of Australia’s oldest and most-trusted financial services companies. Charter’s advisers provide advice to support your needs and are not restricted to offering AMP products. AMP strongly supports choice for people, in turn, allowing Charter’s financial advisers to provide a unique service, with your best interests at heart.

  • Black LinkedIn Icon
  • Instagram