Strategy

Guardian have been providing strategic advice on an ongoing basis to SMSF members for over 20 years. Our advisers remain up to date with the latest legislative requirements and strategies to benefit members.

As many existing fund members would be aware, the landscape for SMSF trustees and members is constantly changing.   It is paramount to have the right strategy in place and to monitor it against the changing legislative environment for your stage of life.

Devising the right strategy to suit the requirements of the SMSF member and the broader needs of the fund is, in our opinion, a primary driver of returns to clients. Implementing the strategy in a co-ordinated manner is equally important.

We have found over the years, that combining administration of your SMSF with strategic advice and portfolio management enables us to devise, implement and maintain the chosen strategy to get the best out of your SMSF over many years.