About Turtle Securities
Turtle Securities is a Dubbo Based Financial Planning Practice specializing in SMSF's. Our aim is to help clients make the very best financial decisions. We offer a very personalized service focusing on what you want, what you need, and sound financial advice with an eye on the finish line. With clients all across Central West and Western NSW, we can provide the sound investment information you are looking for.
Services
Superannuation
Insurance
Financial planning & advice
Self managed super funds (SMSF)
Aged care advice
Estate planning
Social security
Tax
Debt
Salary packaging
Margin lending
Retirement planning
Securities (share portfolios)
Cash flow & budgeting
Life & personal risk insurance
Specialist advice & planning
Evaluate what you can afford
Estimate the fees
Shares & managed funds
Small business expenses & key person insurance
Business succession planning
Redundancy, early retirement & disability
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Media
Amenities
Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Licences
Authorised Representative No. 275624
Representative No. 1281015 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Certified Financial Planner - Professional (CFP)
Graduate Diploma of Financial Planning
SMSF Specialist Advisor (SSA) with the SMSF Association
Graduate Certificate of SMSF
FASEA Compliant
Accredited Aged Care Professional
Dubbo Chamber of Commerce Member
Master of Financial Planning
Frequently Asked Questions
Why a Self Managed Super Fund (SMSF)?
The main benefit is investment control and wider choice such as residential and commercial property, collectibles, term deposits and direct shares that SMSF members have compared to industry and retail super funds. An SMSF is allowed borrow to members can purchase large single assets such as an investment property or commercial property, not possible in industry or retail super.
What are your next steps?
Self-Managed Super Funds are becoming the most powerful retirement savings structure available. You must be willing to take on the responsibilities of an SMSF trustee, and a good Financial Planner will help guide you and educate you along the way. You will be able to ‘pass the sleep test’ knowing that you have control of your superannuation, that you control your investment decisions, have maximised your tax effectiveness, and have implemented effective estate planning and asset protection strategies.
Turtle Securities