Our Firm

Home / Our Firm

 

Who Are We?

SMSF Advisory is Australia’s largest national full-service stockbroking and wealth management network with more than 150,000 client accounts, 200 authorised representatives and 250 employees.

SMSF Advisory Services proudly own P.W. Kitt & Co a subsidiary of ours that are Australian renowned for the expertise in accountancy services. P.W. Kitt & Co also  specialising in assisting to establish investment funds such as a SMSF and work very closely with SMSF Advisory to assist our clients in any questions they may have from standard portfolio structuring to assisting in latest tax updates.
SMSF Advisory have been helping Australian investors with stockbroking services for over 15 years and were established in 2001.

With a national presence and $30 billion of assets under advice, SMSF Advisory offers the intimacy of a boutique investment firm, backed by the resources and scale of a major financial group, IPAC.

At SMSF Advisory we offer tailored advice and investment solutions, financial planning and corporate advisory services.  We act for and on behalf of individuals, institutions, corporates and charities.

We are client focused, having helped our clients manage and grow their financial assets for over 15 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value.

Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. SMSF Advisory offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers.

By working closely with clients and targeting their needs, we have forged strong long-term relationships.  So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone.

SMSF Advisory believes in diversification, lower fees and transparency. Whatever shape and size your financial goal comes in, we’ve got the solution for you.

We welcome you to SMSF Advisory Services. Your partners in building and preserving wealth.

Why us?

Proven results

Referrals and word of mouth are the life-blood of our business and in 2016 and 2017, we were thrilled to be winners of three major awards in the highly prestigious Financial Review Client Choice Awards, which is an outstanding testament to the respect our clients have in the work we do for them.

A firm of the future

In a time when the world of business, particularly investing, is rapidly changing with globalisation and cloud technology, we have the strategies and solutions to face these challenges head on. We believe we are firmly placed to be a firm of the future, focussing on valued relationships, technical analysis and fundamental analysis.

Happy clients

Isn’t this what every business wants? Gratified clients who spread the word about your business and importantly, stay and grow as clients, remaining happy with your services/products?

Helping you

We are very proud of the success we have been able to achieve for our own business, so contact us now to see how we can help you and your business.

World-class guidance

Our team has more than 100+ years of collective investment and asset management experience with some of the world’s leading financial institutions, delivering three years of proven performance.

Low cost

Our sophisticated online platform allows us to deliver our services at a lower cost than traditional financial advice. This ensures you retain as much of your well-earned investment returns as possible.

Real people, not robots

Our service is web-based, but we’re definitely not robots. You are dealing with a team of experts continuously reviewing financial markets and working to deliver the best outcomes for our clients.

Trustworthy and transparent

SMSF Advisory does not receive compensation from banks or other entities to promote or distribute specific products. Our services are highly professionalised and we are completely transparent in our approach to reporting and fees.

Optimized portfolios

Your portfolio will be thoughtfully invested across a globally diversified, low-cost mix of asset classes, tailored for your risk profile and investment horizon. Our approach is founded on well-established financial principles backed by years of economic research.

Ongoing portfolio management

As part of our service, we provide periodic account reviews and rebalancing to keep you on track with your investment strategy

Range of solutions

SMSF Advisers and our referral program offer tailored solutions for clients with different needs, all at affordable prices.

24/7 access

Information on your portfolio is available instantly – anytime and anywhere, from your computer, tablet or phone.

Direct ownership

Your portfolio is held in your own name so you can rest assured your assets are readily accessible.

Help me, Help You, We are here to Serve Your Future.