Monthly Archives: February 2015

SMSF performance reporting and bench-marking available

Our online SMSF accounts have recently been updated with the ability to view a number of portfolio charts including the ability to track the investment performance of your SMSF portfolio against a number of industry benchmarks including the the All Ordinaries, ASX 200 as well as a number of sector specific indexes.

Is an SMSF Right For You?

Recently, I did a podcast with Josh Stega, The Wealth Guy.

His goal is to bring the topic of personal financial planning into discussion and show you how to manage your money, build your wealth and reach your goals.