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SMSF – Investment Strategy

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  2. SMSF – Investment Strategy
SMSF – Investment StrategyChris2023-10-27T10:10:15+11:00

Self Managed Superfund - Investment Strategy

"*" indicates required fields

1Details
2SMSF Details
3Member 1
4Member 2
5Member 3
6Member 4
7Member 5
8Member 6
9Investment Allocation
10Personal Insurances

Your Details

Your Name*
Are you an existing customer of D&A Professional Services?*

Self Managed Superfund Details

Please enter the name of your self managed superfund.
Please enter the name of your individual/corporate trustee.
Self Managed Superfund Address*
Please enter the address for the Self Managed Superannuation Fund, this is normally one of the members' address, please ensure this is a physical address not a post office box.
Enter the number of members in fund

Member 1

Please enter the details of the first Self Managed Superfund Member.
Name*
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.

Member 2

Please enter the details of the second Self Managed Superfund Member.
Name*
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.

Member 3

Please enter the details of the third Self Managed Superfund Member.
Name*
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.

Member 4

Please enter the details of the fourth Self Managed Superfund Member.
Name*
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.

Member 5

Please enter the details of the fifth Self Managed Superfund Member.
Name*
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.

Member 6

Please enter the details of the sixth Self Managed Superfund Member.
Name*
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.

Cash

Foreign Cash

Australian Fixed Income

International Fixed Income

Australian Equities

International Equities

Direct Property

Listed Property

Mortgages

Other (including Crypto Investments)
Please note, Min fields should be less than the Max fields and the total of your Target fields should sum to 100.
Personal Insurance Choice*

Service Areas:

We service all South East Melbourne Suburbs including:
  • Beaconsfield
  • Berwick
  • Clyde
  • Cockatoo
  • Cranbourne
  • Dandenong
  • Dandenong Ranges
  • Doveton
  • Drouin
  • Emerald
  • Endeavour Hills
  • Gembrook
  • Gippsland
  • Hallam
  • Hampton Park
  • Harkaway
  • Lynbrook
  • Lyndhurst
  • Mornington
  • Narre Warren
  • Noble Park
  • Pakenham
  • Sandhurst
  • Skye
  • South East Melbourne
  • Springvale
  • Upper Beaconsfield
  • Upper Pakenham
  • Warragul
  • Surrounding Suburbs
  • Software Partners

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    Contact Info

    Office 9, Level 1, Building 2
    439 Princes Hwy
    Officer VIC 3809

    Phone: (03) 8684 9976

    Email: [email protected]

    Web: D&A Professional Services

    Mail: PO Box 186 Officer, 3809

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    D&A Professional Services is a credit representative (511482) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
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