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:
rollovers into the SMSF from existing Superfunds
bank and share trading accounts for your SMSF
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.