Self Managed Super Funds

Mike Sheridan is a “Self Managed Super Fund  Accredited Specialist”

Mike can provide securities (shares & managed funds) investment advice in Self Managed Superannuation Funds. 

He can also provide in depth support services for clients considering acquiring property in conjunction with Self Managed Superannuation.

Acquiring property in conjunction with SMSF is not as simple as getting a finance approval and buying a property.

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

If you are contemplating investing in this environment, you could be in significant trouble if you do not seek advice from an 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 try to break down all critical information relative to the clients circumstances and explain the options available to them.

After the appointment each person can go away and consider what was presented and decide whether they wish to see Mike again.

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

Mike does not believe in hard sell and you will find him relaxed and supportive.

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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