To make sure that we achieve prompt delivery of your work, it is important that your records are complete and that all supporting documentation is included before forwarding to us. Please use the Year End Checklistto assist you with collating your information.
To make sure you are ready for your first meeting with us, please complete some details about yourself here
Market Update
Stay in touch with what is happening in the share market and how it is impacting your portfolio with Morningstar’s quarterly market update. Click here to access your copy the latest pdf.
SMSF Resources
To make managing your own self managed superannuation fund easier, you can access a series of videos, information sheets, checklists and invitations of upcoming events here.
East Partners Financial Solutions Pty Ltd is a corporate authorised representative (466342) of Interprac Financial Planning Pty Ltd (ABN 14 076 093 680 AFSL 246638).