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I have only words of the absolute highest praise for Matthew. He makes everything incredibly easy, no fuss whatever, he has provided me with outstanding advice, not just personally, but also for my business. He is completely understanding and non-judgemental of all my requests and lack of knowledge. His customer service is excellent and very timely. I have never had to "chase him up" on anything! He is clearly an expert in his field, yet he has the patience to explain things to me in a simplistic way that I can understand and provides me with detailed reports of my finances on a regular basis, plus an incredibly detailed strategic plan annually for my financial goals in the long-term. He has my complete trust and respect and not only is he brilliant with is financial acumen and advice.... I think what I enjoy most is that he's a really, really, lovely, personable guy with a terrific sense of humour! I cannot recommend him highly enough

Jackie Liddell

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SMSF

Running your own super fund can be complicated, expensive, time consuming and in some cases detrimental to your long term financial well being. With the right advice it needn't be

Our role is to assist you as a fund trustee to make smart decisions with your super and assist you in the ongoing role you perform as a trustee.

Jigsaw Financial Planning offers a complete SMSF service that is efficient, smart and very cost effective.

Administration, Accounting and Audit combined fees

The ongoing administration of your SMSF includes the services listed as part of the periodic administration and annual lodgement obligations as well as the independent audit.

ADMIN OPTION 1 | NON PROPERTY FUND 

·         $220 per month / $2,640 per annum

  • ·         Approved wrap account providers
  • ·         Approved cash account providers
  • ·         Money market service for term deposits
  • ·         No restriction on insurance policies held by the fund
  • ·         Approved direct equities account providers
  • ·         Additional brokers available 
  • ·         MDA and SMA services available
  • ·         Includes Audit, Tax Return and Financial Statements

Example direct equities accounts:



 ADMIN OPTION 2 | PROPERTY FUNDS

·         $250 per month / $3,000 per annum

  • ·         Approved cash, wrap and equities accounts as above
  • ·         Enables direct and commercial residential property investment
  • ·         Limited recourse borrowings accepted at no additional cost
  • ·         Includes Audit, Tax Return and Financial Statements

Example cash accounts:


It’s never too early to invest in your future