Our firm and site have been created for you, our private client. Should you have any queries whilst operating this part of the site please email our office via the contact page or the email link on the welcome page.

To access your confidential information and the latest SFSA changes and updates please complete your unique username and password. Once in the secure section of the site, click on the logo to view your funds portfolio and corresponding reports.

The area below the logo provides updates, news, information and legislative impacts on SMSF's and their operation. In addition to these updates we will be providing online forms for the electronic completion and calculators to assist you in delivering professional leading edge advise and service to your clients.