Adviser Services - Shartru Wealth Management

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Services

Licensing and Compliance Marketing and Business Development Investment Management Transition Professional Indemnity Advice Solutions

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 Think Caddie
Branding – if required/desired

Marketing and Business Development

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.

Investment Management

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.

Transition

Professional Indemnity

Advice Solutions

User Pay Services

Complex Advice

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

We partner with Strategic SMSF Solutions who offers comprehensive Administration services to assist financial advisors with the formulation of SMSF advice and other complex superannuation matters. So that you can save time, resources and money and empowering you to focus more on what you do best - giving quality advice

Our complex advice team can assist you with:

Complex superannuation legislative matters and research
Comprehensive Administration services
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

Paraplanning

Recruiting and employing an experienced paraplanner and/or office assistant is costly and can be time consuming.

Shartru has access to an ‘on-demand’ paraplanning service, which can free up your time to focus on what matters most to your business.