Technical Advice

Are you looking for specialist SMSF management?

Self-Managed Superannuation Funds can be difficult to manage with strict compliance and reporting requirements. Sequoia Asset Management clients can utilise the services of Sequoia Superannuation to provide an end to end SMSF solution combining an easy to use online portal with a dedicated financial adviser who can provide you with general financial advice on:

Organising

rollovers into the SMSF from existing Superfunds

Opening

bank and share trading accounts for your SMSF

Comparing

LifeTotal & Permanent Disability (TPD) and Income Protection cover for your SMSF

General Financial Advice

and assistance with investments

Help with investment strategies

for the SMSF if requested

Access to our monthly newsletter

including share market commentary and buy alerts, economic updates, and superannuation news

Sequoia Asset Management specialises in providing advice to self-directed investors looking to take control of their superannuation. Speak to an adviser about establishing an SMSF with Sequoia today.