Harvard Capital takes a unique and a very professional approach to  advising on SMSF strategies, one that is based on your goals and a wide range of investment options. We can look at all asset classes and investment vehicles because unlike most Financial Advisers, we are not owned by or operate under a major bank or financial institution's financial services licence. We operate under our own Australian Financial Services Licence. (Churchill Securities Pty Ltd AFSL No. 293734)

This ensures our clients receive strategic and independent advice giving them the peace of mind that they they are sufficiently diversified across asset classes enabling them to focus their time enjoying what matters most to them, their family, lifestyle, careers and businesses.

We like to get the full picture, here are a few points we will cover in our strategy process. 

• SMSF health check
• Trustee education
• SMSF Deed & Corporate Trustee
• Contribution strategies
• Transition to retirement strategies
• Pension strategies
• Insurance strategies
• Investment strategies
• New fund borrowing strategies
• Estate Planning & Wills