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SMC Advisers Reviews (2)

Thanks

3 years ago
We have all our financials taken care of here from tax to our wealth portfolio, amazing team and very professional helpful in every way possible, working to our further retirement and making sure we are ready and comfortable with it highly recommend going in and having a chat and building wealth for comfort.
J - Port Stephens

Thanks

3 years ago
We have all our financials taken care of here from tax to our wealth portfolio, amazing team and very professional helpful in every way possible, working to our further retirement and making sure we are ready and comfortable with it highly recommend going in and having a chat and building wealth for comfort.
J - Port Stephens

Have you checked out this business near you?

Products

  • Xero
  • MYOB
  • Reckon

Services

  • Accounting and Taxation Services
  • New Company Formation
  • Business Services & Advisory
  • GST advice, BAS and IAS preparation and lodgement
  • SMSF Management
  • SMSF Loans and Limited Recourse Borrowing Arrangements (LRBA)
  • Financial Planning
  • Wealth Protection and Risk insurance (e.g. Life, Total & Permanent Disability(TPD), income Protection, Trauma)
  • Pre and post retirement planning
  • Financial modelling
  • Investment strategies (e.g. Risk Profiling for suitable strategy selection, Shares, Managed Funds, Property, Gearing, etc.)
  • Leasing & Lending
  • Home and investment loans
  • Refinancing home and investment loans
  • Vehicle and equipment finance
  • Business loans and financing

Licences

Authorised representatives of Count, AFSL #227232
Credit Representative of Finconnect, ACL #385888
Fellow of the Institute of Public Accountants (IPA)

Newest review for SMC Advisers

J - Port Stephens
3 years ago

Thanks

We have all our financials taken care of here from tax to our wealth portfolio, amazing team and very professional helpful in every way possible, working to our further retirement and making sure we are ready and comfortable with it highly recommend going in and having a chat and building wealth for comfort.

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