Is SMSF Right for You?

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

Are You Getting the Most Out of Your SMSF?

We are always updated on the intricacies, rules to better assist you with the administrative and compliance requirements of your SMSF and advise you to make educated investment decisions.

Our specialists can provide you expert advice on navigating market volatility, and succession planning to manage your SMSF in later years.

Our specialists can help you feel more in control of your SMSF.

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.