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Advisory Services

Advisory Services

At Switzer you can access all of your financial solutions from the one organisation that understands your particular situation. We offer professional advice on an extensive range of cost-effective financial solutions including:

  • Wealth Management
    Focusing on investment portfolio construction, wealth and asset accumulation
  • Lifestyle Planning
    Attending to debt management and cash flow advice
  • Retirement and Superannuation Strategies
    Advising on pensions, Centrelink and income stream strategies
  • Self-Managed Superannuation Funds (SMSF)
    Providing specialist advisory and portfolio administration services
  • Income and Asset Protection
    Insuring your key financial assets
  • Taxation Planning
    Aligning tax efficient strategies with your financial goals
Portfolio Services

Switzer provides complete Investment Fund and Self-Managed Superannuation Fund (SMSF) administration services, which include:

  • Management of all correspondence and communications including corporate actions such as rights issues, share splits, share purchase plans and buy-backs
  • Day-to-day portfolio administration
  • Tracking of all investment activity
  • Investment portfolio reporting
  • Realised and unrealised capital gains reports
  • Monthly reconciliations and cash transaction reports
  • Preparation of year end investment reporting.

In addition, our SMSF administration service also includes:

  • Member balance reporting
  • Annual fund financials and income tax returns
  • External fund audit
  • All compliance requirements as stipulated by legislation.

Utilising our SMSF service will ensure your fund meets ATO audit and compliance requirements, giving you complete peace of mind.

Click here to book a complimentary first appointment with a senior Switzer financial planner.