Our SMSF Specialist Technical Adviser

–  Patrick Anwandter  –

Topped his Professional Certificate in
Self Managed Superannuation
with University of Adelaide and
the SMSF Professionals Association of Australia – SPAA.
This is the top body for professionals
advising in the SMSF industry.

Patrick also received a Top 50 Masterclass ranking
of Financial Planners for 7 out of 8 years
through AFR Smart Investor magazine.

Patrick’s award and top SMSF ranking epitomises
Strategy First’s dedication to ongoing education and training.
This also illustrates the very high level of expertise Strategy First has available to advise clients and their accountants about issues relating to SMSFs.

As a result, Strategy First is very well placed to:

• Work with you to help you determine if a SMSF is for you and if not, which superfund is.
• Help establish a SMSF and construct an appropriate Investment Strategy and portfolio.
• Help you take advantage of the opportunities a SMSF can provide.
• Work with your funds’ accountant and auditor to help comply with your trustee’s responsibilities.

Talk to Us Today…