The co-ordination of strategy, administration and investments are key

Devising the right strategy to suit the requirements of the Self Managed Super Fund (SMSF) member and the broader needs of the fund is, in our opinion, a primary driver of returns to clients. Implementing and tracking the strategy through timely SMSF administration is equally important.

When we co-ordinate our portfolio management into the mix, the fund can really reach its potential.

It's not just about investing and strategy, it's about the ongoing pursuit of the best of both.