Is an SMSF Right for You?

Running an SMSF can be complex, but it can be simpler than it sounds.

Considering an SMSF?

A self-managed super fund is a structure that enables Australians to take control of their superannuation by giving them the final say in how the funds are invested and managed.

An SMSF, or, as we like to call it, a “smurf”, is one of the best retirement savings vehicles in the world. And, for small to medium business owners, it can be an incredibly useful structure.

There is so much you can do with an SMSF. Taking control of your retirement savings is simpler than it sounds.

Do You have Wealthy Habits?

The vast majority of rich people didn’t get there by accident or luck. Accumulating wealth requires maintaining a specific set of habits that foster prosperity. See how you stack up with your Wealthy Habits.

Our Superannuation Expert

PJ Patterson

I am a financial problem solver and whether it is personal or business related I will help you figure it out. I have the skill set, background and network to advise on any financial problem you need to solve. I’m a contrarian by nature and will not accept the status quo. Finally, if you want a professional that has your back, my firm and I will be there for you.

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