The PAG Group specialise in superannuation services and one of our key areas of focus is in relation to self managed superannuation funds (SMSFs). PAG provide a full fund establishment, administration and compliance service, approved fund audits, technical assistance regarding superannuation and a complete investment service.
Principal Mark Egan and investment consultant Paul Benson are both Authorised Representatives of Financial Wisdom AFSL 231138 and both have SSA (Self Managed Fund Specialist Advisor) accreditation from SPAA (SMSF Professionals' Association of Australia Limited).
PAG have identified three main groups of SMSF client towards whom our SMSF Client Offering is directed:
Those people who have the appropriate amount of time, the necessary skills and wish to do the majority of the work themselves.
This is not entirely possible because a SMSF must still be audited by an approved auditor. However for those keen to go down that path we can provide technical assistance and SMSF related services as required on an hourly charge rate. Of particular interest to many of these clients is the use of gearing within an SMSF.
Those people who want to make decisions regarding the investment side of their superannuation and not have the administration hassles.
For these clients we offer a complete compliance administration service. Often these clients are also interested in the various investment opportunities that frequently arise from their advisor’s associations such as Financial Wisdom AFSL 231138.
Those people who want the cost benefits and flexibility of SMSF along with the guidance of professional investors without the administration hassles.
For these clients we offer a full compliance administration service along with a complete investment service through Financial Wisdom AFSL 231138.
In order to more fully meet our client’s needs PAG has introduced a secure wrap account facility into our client offering. This means that fund members will now be able to view a current balance of their fund’s portfolio 24/7. This also significantly helps us to provide timely advice which can be critical particularly in the pension phase of your fund.