Investors

You’ve worked hard for your money. So why not make it work hard for you?

We’ll help you turn your money into more money with advice on wealth strategies, salary packaging, retirement planning and more.

Investor & SMSF

  • Tax & Compliance
  • Investor - Individual Tax Returns & Advice
  • Personal Wealth
  • Investor Tax Planning
  • Risk Insurance Review***#
  • Mortgate Review & Broking Service
  • Salary Packaging Strategy
  • Wealth Accumulation Strategies#
  • Also Available As Needed:
  • Investment Property Analysis & Feasibility
  • Retirement Planning#
  • Redundancy Package Advice
  • SMSF - SELF MANAGED SUPER
  • SMSF Investment Strategy#
  • Risk Insurance Review - Through SMSF#
  • Financial Plan for SMSF - Quarterly Reviews#
  • Also Available As Needed:
  • SMSF Feasibility & Setup#
  • Financial Plan for SMSF - Initial Plan#
  • Borrowing through your SMSF**#
  • SMSF Services - Succession Planning
  • SMSF ADMINISTRATION
  • Review of SMSF Structure
  • Year End Accounts & Compliance
  • Tax Returns
  • Audit Support (excludes independent audit fee)

Basic

  • From $220 per month
  • From $2,640 annually

Progress

  • From $260 per month
  • From $3,120 annually

Aspire

  • From $660 per month
  • From $7,920 annually

** Non-Recourse Loan Borrowing Arrangements
*** Review of insurances, Policy premiums paid separately.
# EPA Wealth Solutions Pty Ltd ABN 84 164 137 722 provides financial planning services as an authorised representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241 Australian Financial Services Licence Holder Number 253125. The Financial Planners of EPA Wealth Solutions Pty Ltd provide financial advice as an Authorised Representatives of Politis Investment Strategies Pty Ltd.