Want independent financial advice that compliments your business?
Liquidity Independent Financial Advisers offer services for SMSF’s that you choose not to provide. Perhaps you do not have the license to provide financial advice or this is not your firm’s direction or expertise.
We can provide tailored investment strategies each year that will satisfy the new ASIC / audit requirements around suitability of an SMSF for trustees, APRA fund comparison, insurances and importantly, diversification and suitability of investments.
We are not registered with the Tax Practitioners Board and will liaise and defer to you in relation to taxation implications and obligations for your trustees.