Advisers-Services 2018-10-11T23:48:16+00:00

OUR SERVICES

The team at Shartru Wealth is constantly innovating to provide outstanding support where you need it most.
We provide an entire platform of support for a flat fee, as well as additional services on a user pays basis

SERVICES

Licensing and compliance

Shartru Wealth Management Pty Ltd (SWM) is licenced by ASIC with Australian Financial Services Licence Number 422 409. If you are not inclined to operate your own licence, then SWM can authorise you to operate under its licence. This alleviates the workload and expense of maintaining a licence but at the same time maintains your need for compliance and governance. From experience, we have found that those that operate their own license rarely get the benefit and scale that a team gets. Team up with like-minded people will provide additional benefits of scale.

As part of the package the following services will be provided:

  • Compliance
  • Commissions
  • Research
  • Listed Securities and Execution
  • Direct Property
  • XPLAN
  • Training – internal and Kaplan
  • Branding – if required/desired

Our marketing service is a ready-made plug-in approach, allowing you to access our website, brochures, blogs and social media. Client leads considered by Shartru will be allocated back to our network of authorised representatives. When you join Shartru, you join a community of like-minded advisers to access ideas and share insights. We support your business development through a structure approach to processes, focusing on efficiency. By supporting your back office, paraplanning and other advice components, we can assist you to keep your outgoings and time pressures low and your client solutions and satisfaction high.

Shartru Investment Management (SIMA) represents an evolutionary way forward in managed investments. An administration investment platform that supersedes master trusts and wraps, this service provides clients with access to diversified, cost effective investment options whilst allowing financial advisers and accountants to more efficiently manage and administer the investment and advice process. The Shartru Investment Management’s service is provided by Investment Administration Services Pty Ltd, AFSL 284316. The platform is provided at low cost, with Shartru aligned to the interests of investors through a performance fee.

Transitioning a client base can be time consuming and an inefficient use of your time if not done correctly. Let Shartru Wealth Management’s team of transition professionals arrange this process for you and get on with attending to your client’s wealth management and generation needs.

As a dealer group Shartru Wealth Management can seek and receive favourable premiums for PI Insurance meaning that another yearly negotiation is done for you. And because we are negotiating on behalf of more than just yourself it should mean a general savings in expense.

We provide our advisers with a range of solutions for your clients, where you control the client relationship. These include, tax, property, personal insurance, general insurance, finance, SMSF administration, real estate and private health insurance.

USER PAY SERVICES

You can source the solution and advice for your clients through our experts while maintaining the client relationship.

Our complex advice team can assist you with:

  • Complex superannuation legislative matters and research
  • Payment of death benefits from SMSFs
  • Payment of anti-detriment (tax savings amounts) from SMSFs
  • Estate planning
  • Small business CGT concessions and superannuation contributions
  • Wealth transfer strategies from private companies (particularly corporate beneficiaries of family trusts)
  • Transfer of foreign pensions/super to Australia
  • Complex Centrelink matters – particularly with respect to trusts and companies
  • Aged care strategies
  • Defined benefits

Recruiting and employing an experienced para-planner and/or office assistant is costly and can be time consuming. We have access to an ‘on-demand’ para-planning service, which can free up your time to focus on what matters most to your business.

Want to know more?

Tell us about the services that interest you,
and we’ll be in touch with some more information. Alternatively, call us on

1300 478 424.

SHARTRU WEALTH

Head office
14 Macquarie Street
Belmont
NSW 2280

PO Box 565 Belmont NSW 2280

Phone: 1300 478 424
Email: [email protected]