Superannuation made Simple

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Superannuation

made Simple

Having your own self managed superannuation fund is easy if you have the right information and support. Talk to us and discover the best options for you.

Do More with an SMSF

Is SMSF right for you?

We can help you decide whether
an SMSF is the right option for you.

Maximise your SMSF

You can get more value and investments from your SMSF.

Full Cycle Investment

Learn about our secret weapon to maximising all your investments.

PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.

What Clients are Saying

David Murray

Optus

PJ has provided us with comprehensive and well reasoned advice. He is able to answer all of our queries and provided us with a detailed and clear plan. I would not hesitate to recommend him to anyone.

Teegan West

ServeCorp

My husband and I have been working with PJ now for over a year, PJ has helped us with our self managed super fund, property developments and getting our money right. PJ makes everything simple and easy to understand.

Brendon Hill

Seechange Management

PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was usually able to explain things to me in a clear way. Through PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received PJ's full care and attention when I needed it.

Andre Scanell

NTT Ltd.

My relationship with PJ started when I commenced my property investment journey and he has not only taken care of all my loan applications and obtained excellent deals, but his knowledge and experience with both the property and share market has provided me with guidance and support when purchasing properties and personal shares.

We'll Support You with

Lodgements

Lodging your returns and other information on time.

Video Updates

Weekly video updates regarding all the relevant updates around the market.

Up-to Date Compliance

Helping you stay ahead and up-to-date with legislative changes.

Accounting Services

Taxes and bookkeeping are boring, we can take care of that for you.

Technical Support

Supporting you with technical questions and issues.

Online Community with other Clients

You can access our multiple online platforms so you can ask questions and receive realtime answers.

Be Part of
Something Special

Keystone Financial is committed to making significant impact around the world through our giving program. By partnering with B1G1 we have aligned our mission to the United Nations 17 sustainable development goals.