Dunross Financial Planning Pty Ltd (AFSL 237 496) opening hours in West End
Open Monday to Friday
Phone
(07) 3292 5555
Call
Dunross Financial Planning Pty Ltd (AFSL 237 496)
Financial Planning
Self Managed Superannuation Specialists
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Dunross Financial Planning Pty Ltd (AFSL 237 496) opening hours in West End
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About Us
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Products and Services
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FAQs
About Us
About Dunross Financial Planning Pty Ltd (AFSL 237 496)
AT A GLANCE
- Independent Family Owned Financial Planner!
- We Have a Long History in Superannuation!
- We Have Clients Throughout Australia!
- A Well Respected Financial Planner!
- Giving Our Clients Peace of Mind!
Financial Planning, Super Strategies, Wealth Creation, Investments
Dunross Financial Planning Pty Ltd (AFSL 237 496) is an independent family owned financial planning business that, for the last 20 years, has provided clients with tailored financial solutions. We can assist you with Estate Planning, Wealth Creation, Insurance, Superannuation Strategies and Investment Advice. We deal in direct shares, fixed interest and managed funds.
About Us:
The Business's founder is Alan Skerritt, who has a long history in superannuation, Life Insurance and Financial Planning. He is a well respected Financial Planner, and, in 1986, “Dunross Financial Planning Pty Ltd (Australian Financial Services Licence No. 237496), was established offering clients advice on retirement strategies, insurance and investments.
Investment Advice
Our clients have peace of mind knowing that all the “paperwork†side of their SMSF is being handled by experts. This leaves Fund Trustees with the freedom to concentrate on Superannuation Fund assets and Investment decisions. Dunross Financial Planning Pty Ltd can advise you about setting up your SMSF.
We can also assist with:
- Investment Advice
- Retirement Strategies
- Pension Strategies
- Estate Planning
We deal in:
- Managed Funds
- Direct shares
- Fixed interest
Investment Portfolios:
Although we are a Brisbane based operation, we have clients throughout Australia. Our clients hold a variety of investment portfolios. Many hold portfolios of direct shares, whilst others hold commercial property, rental properties and managed funds. Their fund values range from about $80,000 to balances in excess of $5 million.
To contact Dunross Financial Planning Pty Ltd call us on (07) 3292 5555.
Products and Services
Hours of Operation
Open Monday - Friday
Services
Advice & Information, Asset Protection, Bonds, Centrelink, Consultations, Direct Equities, Estate Planning, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Money Market Accounts, Pensions, Portfolio Management, RBL Strategy, Redundancy, Retirement Planning, Rollovers, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Offering
Commercial
Features
Australian Owned, By Appointment, DIY, Fee For Service, Free Consultations, Independently Operated, Independently Owned, Licensed, Locally Operated, Locally Owned, Member FPA, Monthly Payments, No Entry Fees, Owner Operated
Issues
Retirement, Retrenchment
Catering To
Individuals, Professionals, Self Employed, Small Businesses
Keywords
Self Managed Superannuation Specialists QLD, Retirement Planning, Superannuation, Investment Strategies, Direct Shares, Finance Information, Information, Succession Planning., Estate Planning, Finance Advice, Self Managed Superannuation Specialists Queensland, Financial Planning Queensland, Redundancy, Estate, Financial, Consultations, Investment Financial Services, Asset Protection, Financial Planning Help, Social Security Planning, Investment Advice, Financial Planning QLD, Financial Planning, Advice, Wealth Creation, Planning, Investment
FAQs
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What is a Self Managed Superannuation Fund (SMSF)?
A SMSF is a small trust set up with the primary purpose of providing retirement benefits to its members. A core difference from other Superannuation vehicles is that all the members must also be trustees. The maximum number of members is four.
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Can a SMSF have just one member?
Yes you can have a Single member fund. The Trustee requirements are slightly different for a Single member fund. -A Single member fund can have a Corporate Trustee with either: -A Sole Director who is the member of the fund, or -Two directors, one of which is the member with the other Director being either related to the other director or not an employee of the other Director
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Who can be a Trustee?
Provided you are over age 18 and are not considered a âœdisqualified personâ you are able to act as a trustee of a SMSF. A disqualified person: -Has been convicted of an offence involving dishonesty. -Is insolvent under administration (i.e. bankrupt), or -Has, at any time, has been subject to a civil penalty order under the SISA.
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How much Superannuation do you need to set up a SMSF?
There is no minimum requirement before you can set up a SMSF. However these types of funds become more cost effective with higher balances. There are many views of what the minimum should be before you proceed with your own fund; some suggest $100000, other views are for higher balances. If your balance is quite small, you may find your fixed operating costs are too high and you will have difficulty in diversifying your fundâ™s assets.