Self Managed Super Fund

 

  • Control your own money
  • Choose your own investments
  • Invest in property
  • Pay less fees

Special Offer*: 50% off the set-up costs of a new SMSF, or 50% off your first year compliance costs for an existing SMSF. Save $1,100-$2,200.

(* New clients only. Excludes LRBA.)

Tax

 

 

  • Minimise tax
  • Comply with tax rules and reporting
  • Set-up a new business venture
  • Transfer wealth to beneficiaries

Special Offer*: Free (one hour) consultation. Value $500.

 

 

(* New clients only)

Financial Planning

 

 

  • Independent advice
  • Fee-for-service
  • No commissions received
  • Tertiary qualified advisers

Special Offer*: No implementation fee for initial advice. Value $1,100

 

(* New clients only.)

Latest News

Cheap Insurance - Ban Adviser Commissions

Nearly 40 per cent of financial advisers ASIC surveyed failed to comply with the law when selling life insurance products. Contact JDFA for cheaper insurance.

Investing in property via SMSF

Australia’s self-managed super fund sector giving choice back to investors and retirees.

Special Offer

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