Self Managed Super Funds

Mike Sheridan is a Self Managed Super Fund "Accredited Specialist”.

Mike is authorised to provide Listed Securities (Shares & Managed Funds) Investment advice within Self Managed Superannuation Funds. 

He can also provide in depth support services for clients considering acquiring property in conjunction with a SMSF.

Acquiring property in conjunction with a SMSF is not a simple process as many investors may think.

"Rollover" dangers, understanding trustee obligations, extraordinary finance requirements, technical contract requirements, cash flow and liquidity dangers are all complicated matters and "traps for the unwary".

If you are contemplating investing in this environment, you could end up  in significant trouble if you do not seek advice from a SMSF specialist advisor.

Mike helps potential clients by providing the first consultation free of charge for those contemplating investing in this way.

During the appointment he will break down all critical information relative to the investors circumstances and explain the options available to them.

After the appointment the investor can deliberate and consider what was presented and decide whether they wish to see Mike for a further consultation.

If the investor is interested in a specific investment option and is comfortable with Mike, another appointment can be arranged, again at no cost, and Mike will, at this appointment, clarify services and costs and from there the investor can make a decision as to whether they wish to progress with our services.

For an obligation free consultation, contact: 07 3862 2399 or 0418 720 076 for priority support.

Cartier Financial Group Pty Ltd and Mike Sheridan are Authorised Representatives (No. 458787/232698) of MyPlanner Australia Pty Ltd AFSL No. 345905

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