Segue's ongoing advice and support is aimed at keeping you in control of your investments, whilst taking care of the day-to-day administration of your self-managed super fund. We are committed to keeping you informed about changes in the market-place, good investing opportunities, and providing you with regular reviews of your fund's performance. In this way, we aim for your plan to grow with you and your goals for the future.

Our ongoing advice and support includes :

Investment advice, audits and tax support
• Strategic investment advice
• Completion of all administration pertaining to investments
• Constant updating of investment portfolios
• Arranging annual audit (MDA)
• Production of annual SMSF tax return (includes: SMSF audit preparation & annual financials)
• Preparation of trustee minutes and ensuring numerous taxation requirement are met                                               Online access 24/7 to your investment portfolio                                               

Portfolio reports and reviews
• Quarterly portfolio reports
• Annual review (or more frequently if desired) of your portfolio to incorporate any change in your                             personal circumstances and requirements

Centrelink (& Dept Veterans' Affairs) advice and support
• Arranging actuarial certificates for Centrelink/DVA
• Making applications for Centrelink/DVA benefits
• Handling all Centrelink/DVA queries and requirements

Maintaining regular contact and keeping clients informed
• Regular newsletters
• Regular financial planning information and investment briefings including sessions that introduce client's friends and family to Segue services
• Contact with Segue staff and advisers at any time to discuss any queries or concerns