At a glance
Melbourne financial advice practice helping trustees assess SMSF suitability, build an investment strategy and plan contributions, pensions and retirement.
Location / coverage: Docklands, Melbourne VIC
Availability: Docklands office appointments, video and phone meetings advertised.
Sources: Pekada SMSF advice scopePekada office, video and phone appointments
SMSF services
- SMSF suitability assessment
- Investment strategy preparation and maintenance
- Investment portfolio administration
- Contribution, pension and income-stream strategies
- Coordination with tax and legal advisers
- Superannuation splits and SMSF wind-up assistance
Sources: Pekada SMSF advice scope
Fees and inclusions
- Discovery session
- $770 on the dedicated fees page; confirm before booking
- Strategy and Statement of Advice
- Published ranges: $3,300–$7,425+ for singles; $4,400–$9,900+ for couples
- Ongoing advice
- From $5,500 annually, or up to 1.1% of investments subject to a $5,500 minimum
These are general financial planning fees, not an SMSF administration package. Confirm your scope, GST, implementation and separate accounting and audit costs.
Sources: Pekada dedicated advice fee page
Fund types supported
- SMSFs requiring investment, contribution or retirement advice
- Funds needing pension, superannuation-split or wind-up planning
Advice coverage does not confirm asset acceptance for accounting or audit. Discuss property, borrowing and unlisted holdings with the relevant providers.
Sources: Pekada SMSF advice scope
Information researched from provider websites · . Services and fees may change; confirm current details with the provider.
Important information
This unclaimed profile was compiled from publicly available business information and has not been reviewed by the provider. Inclusion in SMSFMatch does not constitute an endorsement. Confirm credentials, services and suitability independently before engaging a provider.
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