The business focuses on providing high quality advice to Self Managed Super Fund Trustees, Business Owners, Retirees and pre-retirees. We don't try to service the financial planning needs of everyone. Rather, we focus on providing high quality advice to our preferred clients David Smith, Adviser, Proprietor.
David arrived in Darwin in 1969 and graduated as a Financial Planner in 2002. His previous work experience included salaries and payroll, mortgage lending, and real estate sales. With 17 years financial planning experience, he specialises in providing advice to Business Owners, SMSF Trustees, Pre-retirees and Retirees.
David arrived in Darwin in 1969 and graduated as a Financial Planner in 2002. His previous work experience included salaries and payroll, mortgage lending, and real estate sales. With 17 years financial planning experience, he specialises in providing advice to Business Owners, SMSF Trustees, Pre-retirees and Retirees.
Services
Our office provides high level strategic advice to builders and developers to enable them to make maximum use of their property expertise, while also taking advantage of the concessional tax treatment of superannuation structures and the asset protection afforded by trust structures.
These strategies require a high degree of expertise in superannuation, taxation and estate planning, and they need to be developed taking into consideration the developer's individual (often complex) circumstances and goals.If you are an established or emerging builder or property developer (or a realtor who works with them) and wish to know more about these opportunities, contact our office.
These strategies require a high degree of expertise in superannuation, taxation and estate planning, and they need to be developed taking into consideration the developer's individual (often complex) circumstances and goals.If you are an established or emerging builder or property developer (or a realtor who works with them) and wish to know more about these opportunities, contact our office.
As a financial planner, you might expect us to focus on money for our clients - but our relationship with our clients runs deeper than that. Everything we do is focussed on developing strategies for our clients. The strategies are determined by our clients' circumstances, their personal values, and what they want to achieve.
Many of our clients are referred to our office by current clients, or local professionals. When you make contact with us, we will email you a questionnaire to complete and return to us. We will then make contact and on most occasions, offer you an appointment at no charge. If there will be a charge for the first appointment, we will let you know in advance.
The new client had attended a seminar by an interstate promoter, who was promoting the establishment of Self Managed Super Funds to purchase property interstate. Our client (who is the trustee of their own SMSF) was concerned that some of the information in the presentation appeared to be incorrect.
Reviews
Be the first to review Frost Financial Planning.
Write a Review