Services
GSB Financial Advice assists with taxation and compliance requirements of Self Managed Superannuation Funds (SMSF), including:
- Master Trusts
- Public Offer Funds
- Self Managed Super
- Corporate Employer Super
Investment Advice
GSD Financial Advice provides a full range of services to enable your business to meet legislative and commercial requirements, including:
- Managed Funds
- Direct Australian Listed Securities
- Separately Managed Accounts (SMA’s)
- Exchange Traded Funds (ETF’s)
- Listed Investment Companies (LIC’s)
- Listed Investment Trusts (LIT’s)
- Listed Property Trusts (LPT’s)
Retirement Planning
GSB Financial Advice’s retirement planning expertise covers a wide range of support for individuals including:
- Contribution Planning
- Retirement Income Streams
- Account Based Pensions
- Annuities/Guaranteed Income Streams
- Social Security Entitlements
- Transition to Retirement Strategy
- Redundancy Advice
Insurance
GSB works with high net worth individuals and family groups to meet your needs with specialised advice and support, including:
- Life Insurance
- Total & Permanent Disablement (TPD)
- Trauma or Critical Illness
- Income Protection
- Group Life & TPD – for employers to provide to their employees
- Group Income Protection – for employers to provide to their employees
- Review – compare your existing arrangements to what is available in the market place