		HRM Financial Services 287 Maroondah Highway, Ringwood Vic 3134 T: 9870 7999 F: 9870 5857 E colin.missen@hrm.com.au A.C.N. 098 970 364 A.B.N. 62 098 970 364

Self Managed Superannuation

At HRM Financial Services, we have built up considerable expertise and respect by assisting investors to set up their self managed superannuation funds. Self managed superannuation funds are not suitable for everyone and professional advice should be sought at the outset.

The ATO imposes a number of additional requirements on the Trustees of self managed funds including signing a declaration attesting to their knowledge of the rules and reporting requirements.

We can assist you in a number of ways:

· Obtain the trust and arrange for the registration of the fund with the ATO

· Rollover any existing superannuation benefits

· Develop an investment strategy

· Arrange for the purchase of direct shares and managed funds.

· Advice on corporate actions

· Organise life insurance

· Provide on-going advice and portfolio administration

HRM Financial Services Pty Ltd is a Corporate Authorised Representative of
SECURITOR Financial Group Ltd
ABN 48 009 189 495
Australian Financial Services Licensee 240687
Level 7, 530 Collins Street Melbourne Vic, 3000