Self Managed Investment

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Self Managed Investor Services (SMIS)

What is Self-Directed Investing (SDI’s)?
Self-directed investing is the activity of individual investors trading stocks, property, bonds, funds, and other securities on their own behalf. SDI’s typically use discount brokers, collect rents, manage their own properties and online trading, they don't rely on other people choosing what and when to buy and sell.

These DIY investors display several common behaviours:
1.   The desire to craft their own investment plans based on their interests, capacity for risk, and long-term goals
2.   The confidence to make their own trades, regardless of the sentiment of brokers, advisors, or the broad market
3.   The willingness to perform their own research and the ability to act on that information
4.   Willing to only get help in specific supported areas so as to maintain maximum control and minimise costs.

Rather than paying a typical financial manager 1% of your entire portfolio's value every year plus commissions and fees to make a couple of trades for you, you decide what to invest in and why.
Self Directed Investors still require a great deal of assistance so they can concentrate on what they really want to do best- Making Investment Decisions! That’s where SMIS can help.

The SFR Advisory Group offers a suite of services that supports the self-directed investor through its subsidiary Self Managed Investor Services Pty Ltd (SMIS).
SMIS service options include:

– Self Managed Super Fund (SMSF) administration and compliance advice
– Tax advice on investments and structures
– Estate planning advice to ensure all is covered
– Tailored property advice and management
– Buyer’s agent services for property investments
– Research and updates on share market and property investments
– Corporate action reports
– Online portfolio access
– Back office support

Self Funded Retirement Planners Pty Ltd (AFSL #229456)(ABN 69 093 267 531) T/A SFR Planners.
Self Managed Investor Services Pty Ltd (CAR 337261)(ABN 66 136 369 296)
AFSL Tax Advisers and Superannuation Advisers (Registered Tax Agent Number 24703433)

Services

SFR Planners offers financial advice across the full spectrum of disciplines

Financial Planning

We offer high level financial advice & formulate recommendations that address the needs of each client’s unique situation to help make you financially independent.

Whether you are investing as an individual or as a group, we will help you find the best self-managed superannuation fund to meet your needs. There are many options for tailoring your fund to suit both your desired outcomes and your current means.

Taxation Advisers

Taxation Advisers

The SFR Advisory Group provides clients with in-house, full-service Accountancy expertise that delivers tax compliance and reporting services along with strategic advice that adds value to the client’s comprehensive financial plan.

Australian Super

In Australia, retirement income is funded through a mix of personal savings, a government pension and superannuation (super).

Aged Care & Centrelink

Aged care rules are complex, with forever changing rules & costs buried in fine print which can be quite distressing for you, including families whom just want the best with available funding.

Property Investment Advisers

Buying a property can be one of the most stressful experiences anyone will ever face. There is a lot of responsibility that comes with this, not to mention a lot of your money being spent on it.

Estate Planning

Estate Planning

Estate planning should take into consideration two major scenarios:
Death of a person;
Loss of legal capacity of a person

SFR Mortgages

Regardless of whether you are buying your first home, upgrading to your next home, buying an investment property, or refinancing an existing loan, SFR Advisory Group offers a range of financial services, home loan and mortgage advice to assist you.

Request an appointment

Talk to one of our professionals about how our services can best assist you.

Testimonials

We have been dealing with SFR ever since we had a super and we have dealt with Dean from the beginning. Our fund has done well, thanks in no small part to Dean’s contribution. We have now gotten them to keep all our books. Above all, we have now become friends and have mutual trust. We will certainly recommend his company.

David G
For a number of years my late husband and I have trusted Self Funded Retirement Planners (WWW.sfradvisory.com.au) to look after our financial affairs. During that time, Dean and Garth's advice produced excellent returns in buying and selling our shares. When my husband died, they advised me and helped me with legal and financial matters. I have continued with the SFR Advisory Group due to their friendly, informative manner when providing me with up to date advice concerning my Superannuation and Tax. I couldn't manage my Superannuation financial matters myself. Especially due to the efforts of Dean and Garth, I have peace of mind; as they have ensured that I have a secure retirement. I have complete trust in SFR Avisory to continue to work in my best interest. Thank you Dean and Garth. Heather M. 15th January, 2019

Heather M
“Have a Good Day”, in fact have lots of them “ALL THROUGH RETIREMENT”!
In my experience, it is a rare occasion that you find on taking that (mythical) step we call “Retirement”, that we are ready and organized. I wasn’t.

Yes, I knew I had to plan for this and I wanted to be responsible and there were so many questions. Best plans of mice and men, out of the blue, to take advantage of an unexpected situation I had to do it NOW! I was only 58 and still new to the Country, minimal savings, mortgage, kids at college…you know what I mean.

I went on a six month’s survey, I went to every seminar, researched all that was on offer. It seemed to be, no matter what, you handed over whatever you had and lost all control! You should find out, it’s not going to cost you anything and SFR Planners have all the answers.
I’m in my eighties now and have been with them for seventeen years. Garth and his team won’t let you down and it still remains your show.

Tony D
I have been a client of SFR Planners. since they were formed in 1994. Prior to that I was a client of a company called Terrace Counsellors from 1992 and my advisor was Mr Garth Lovelace the now managing director of SFR Planners. Garth Lovelace advised me that he was about to start his own company and as my prior adviser before I met Garth had retired I was happy to become a client of SFR Planners.
What attracted me to SFR Planners was that Garth had with him other advisors Dean Sampson and others and all were ethical and understanding people.
The following is why this company is to be admired,
1. They are not affiliated with any public company and that means that do not direct investments to companies where there could be double commissions.
2. There are no trailing commissions.
3. There is no churning of investments.
4. Meetings with your advisor are included in yearly payments so no extra charges.
5. Other services can be accessed I.E. Taxation Returns, Property Advice etc. on request.
The understanding and friendly advice of clients personal problems have helped many including myself.
I strongly recommend this company.

Mal M

(Retired Transport Manager / Bookmaker – WA)
Self-managed super is not a headache for my family and me thanks to SFR – we have enjoyed many years of peace of mind and hassle free investing. We derive enormous comfort from the calming advice we get from our SFR Adviser who is always available and responds to our needs swiftly. All our wealth is managed through SFR and we are very glad that it is

Michael C

Barrister - WA