>>> Self Managed Superannuation Funds
>>> Segue's Investment Process (MDA Service)
>>> Accounting and Taxation Services
>>> Centrelink/DVA Access and Support

Self Managed Superannuation Funds

Self-managed super funds (SMSF) provide a structure which allows you to control your investments and enables significant tax advantages. We offer highly individualised advice and our knowledge in the area of self managed super funds expands into 10 years of experience. We provide all administrative and accounting services required for running the funds.

One of our focus areas is self-managed super fund strategic planning, including:
• Pension design
• Investment Structure
• Tax Planning

Other benefits of our self-managed super fund service include:
• Retirement income streams
• Access and flexibility
• Control in your hands
• Your choice of Portfolio management
• Leaving your family in control at death

Our information briefings are provided at Segue's expense and provide further detail about our strategies.

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Segue's Investment Process

Looking for an alternative to Managed Funds? Looking for a more flexible alternative that gives you control? Segue’s Investment Process includes our own Managed Discretionary Account (MDA) service. The service provides an innovative and practical approach to portfolio structure and investment choice.

Segue's MDA service structures portfolios to provide -

(a) Long term* Core positions
• Diversification, Index style return and regular dividends

(b) Long term* Growth positions that incorporate :
Fundamental Filters
• Debt
• Earnings growth rate
• Overpriced                                                                                                                                                        Technical Filters
• Turnover
• Past outperformance
• Future outperformance        

*5 year plus horizon (Shares)

Segue also provides other investment options that are of a more traditional nature. So if you are not comfortable with holding your own direct investment portfolio we can structure an investment strategy with appropriate fund managers that will suit your profile.

Your Investment Profile ~ before you start designing your investment portfolio we carry out extensive risk profiling work to help you structure the appropriate asset allocation.

Our information briefings provide further details about Segue's Investment Process.

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Accounting and Taxation Services

Portfolio Administrative Services is Segue's in-house accounting, taxation and administration division. Portfolio Administrative Services enables Segue to provide complete service, without expensive and time-consuming responsibilities for the client.
Full in-house administration of funds includes :
• Monthly reporting
• Tax returns
• Audit requirements
• Tracking of investments
• Complete set of financial statements
• Quarterly reports
• Annual reviews

Click here for more details about our Ongoing Advice and Support.

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Centrelink/DVA Access and Support

Our strategies work out ways to obtain Centrelink/DVA access and support, even if it appears your assets are too high. It is not so much the dollars that determine eligibility, rather it’s the structures within which your assets are placed that matter. By using effective investment structures and income streams you may obtain access to Centrelink/DVA.

Depending on your personal financial strategy we may achieve for you:
• Centrelink/DVA benefits
• Pension fringe benefits (ie: pension card benefits)
• Regular fortnightly income
• Assistance dealing with Centrelink/DVA correspondence

Contact us to find out how you can qualify for a Centrelink/DVA pension.

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