Services to Support SMSF Trustees
We're delighted to partner with SMSF Warehouse to offer a holistic suite of services that SMSF trustees need to grow and protect their retirement savings. If you need help with any of the below, submit the form and we'll be in touch.
- Advice on tax and structures
- Personal and property law services
- Building wealth creation strategies
- Sourcing finance to achieve your goals
- Protecting your family and assets with insurance.
WHAT WE DO
Wealth & Financial Planning
Our wealth management advisors leverage their extensive knowledge to support clients throughout their entire wealth journey.
Accounting & Tax Advisory
We're a dedicated personal tax team providing a complete end-to-end solution for busy people. Expect more than experienced accountants who manage and optimise your tax affairs.
Property & Personal Law
We take the time to get to know our clients and their business – and by tapping into the BlueRock community of experts, help you manage risk, solve simple issues quickly and navigate a clear path through the most complex of legal problems.
Finance & Home Loans
We're the solid finance brokers you can rely on. Be it finding or refinancing a home loan, securing an SMSF loan, or taking out a new business loan, our finance brokers boldly support your aspirations.
Life Insurance
We help you protect your loved ones from the unexpected. Consider life, total permanent disability, trauma and income protection insurance as essential parts of your wealth protection strategy to protect you and your family.
