Established in 2006, Beattie Financial Services has been making strides in combining the know-how of financial advice and expertise of accounting to bring untold financial benefits to its many clients. Beattie Financial Services is the creation of David Beattie - certified financial adviser, chartered accountant and authorised self-managed super fund auditor.
Working with a dedicated team, Beattie Financial Services has provided financial planning and management, as well as accounting and tax services, for over a decade.
Working with a dedicated team, Beattie Financial Services has provided financial planning and management, as well as accounting and tax services, for over a decade.
Services
If you already have an SMSF and need advice, administration or an auditor use the quick anchors on the side. They give you the ability to invest your superannuation in a variety of assets, from shares, term deposits and managed funds to property, art and other assets. Rules do apply, so make sure to ask us if you plan on starting an SMSF or making unusual investments.
Over 1 million Australians have switched from Retail or Industry Fund to Self Managed Super Fund. A self managed super fund (SMSF) is a way to manage your superannuation in the form of a trust structure, allowing the trustee(s) to make decisions; when, where, how and why the money is invested. Structuring your SMSF correctly can save you from legal nightmares later on down the road.
With the potential for up to 4 people to combine their super and make more interesting investments, Australians have realized the benefits of starting an SMSF. Get in touch if you have any questions. For most Australians, superannuation is their second largest asset behind the family home - so naturally they want to understand it, control it and have greater visibility of their retirement savings.
SMSFs have become a popular way for some Australians to manage their retirement savings, but before jumping into it, you should take time to understand the considerations. Is an SMSF really the best option for you? In our experience, the people best suited to SMSFs are those who are looking for a greater level of control and visibility of their retirement savings.
Want your money to work for you? Whether you've never done it before or are a seasoned investor, we can tailor our advice to help you realize your financial goals. Alliance Wealth is our financial dealer group which operates on a basis of allowing all of it's representative advisors (us) to make tailored decisions and maintain quality personalised advice just for you.
