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Self Managed Investor Services (SMIS)

Self Managed Investor Services (SMIS)

The SFR Advisory Group offers a suite of services that supports the self-directed investor through its subsidiary Self Managed Investor Services Pty Ltd (SMIS).

SMIS services include:

  • – Self Managed Super Fund (SMSF) administration
  • – Tax advice
  • – Estate planning
  • – Tailored property advice and management
  • – Buyer’s agent services
  • – Sharemarket investment updates
  • – Corporate actions reports
  • – Online portfolio access
  • – Back office support

Self Funded Retirement Planners Pty Ltd (AFSL #229456)(ABN 69 093 267 531) T/A SFR Planners.
Self Managed Investor Services Pty Ltd (CAR 337261)(ABN 66 136 369 296)
AFSL Tax Advisers and Superannuation Advisers (Registered Tax Agent Number 24703433)