Advanced strategies are our specialty
Talk to our advisers who can guide you through strategies including borrowing through super, recontribution strategies and Estate Planning in super.
We can help you maximise your SMSF potential
Too often we find trustees of SMSF’s are not maximising their potential.
Fund’s can become lazy and not applied to their most efficient use. Shakespeare Financial Services Pty Ltd is an Authorised representative of SFS Licence Pty Ltd an Australian Financial Services Licensee (AFSL no. 489820) and if you need additional financial advice that can only be provided under Financial Services Legislation, we are able to assist. Many accountants are not licensed to provide this advice. As a one stop shop you can have all SMSF advice delivered in the one financial services house.
Strategy is Everything
Expect us to be offering strategic advice. We complement your investment decisions with professional advice specific to your needs. Whilst you build your assets in super, we will provide you with the appropriate advice that will save you costs and tax. Our strategic advice is what sets us apart.