Cotter Financial Services
P: 07 3333 2610   F: 07 3333 2601
  • Home
  • Services
    • Self Managed Super Funds Investments & Strategies >
      • What is a Self Managed Super Fund?
      • Who should have one?
      • Benefits and Advantages
      • How can Cotter Financial Services help with your SMSF?
    • Business Succession
    • Personal Life Insurance and Advice >
      • How much life cover should I have?
      • What types of life cover are available?
      • What types of life insurances will Cotter Financial Services recommend?
    • Redundancy Advice
    • Estate Planning
    • Maximise Centrelink Entitlements
    • Retirement Planning >
      • How much do I need to retire?
      • How can Cotter Financial Services help? >
        • When can I start an account based pension?
    • Aged Care Preparation Advice
    • Portfolio Management >
      • How do I know which investments are right for me?
      • How much risk should I take?
      • What sort of investments will Cotter Financial Services recommend?
  • About Us
    • Who are Fortnum? >
      • Fortnum Financial Advisors - Brochure
      • Charter of Independence
    • The Team
    • In the Media
  • Helpful Info
    • Blog
    • Account Access
    • Forms
    • Newsletters
  • Contact Us
  • Locate Us
  • Cotter Services

How can Cotter Financial Services help you?

The running of a Self Managed Super Fund (SMSF) requires you to adhere to ever changing superannuation and tax laws. We can help you navigate these areas, as well as maximising the benefits of running a SMSF. 

In particular, Cotter Financial Services can assist in:
  • establishing your SMSF including the set up of a SMSF trust deed, TFN, ABN and GST (if applicable)
  • developing an investment strategy for fund
  • ongoing administration including paperwork, reconciliation and regular reporting on your SMSF
  • managing your compliance obligations
  • developing strategies to maximize the benefits of running a SMSF

If you would like professional advice on running your Self Managed Super Fund or assistance in setting one up, contact us.


back
Home
Imagine a sense of control and security with your finances in order

Picture
Cotter Financial Services is a partnership between Cotter Services Pty Ltd ATF Cotter Family Trust & DFS (Ipswich) Pty Ltd
ABN: 79 508 591 058