Any person who wants a say where their funds are invested. We all want a better, cleaner and safer planet, so customer types range from millennials to retirees.
A superannuation member is a person that contributes to their superannuation account. Their superannuation funds can be invested into various types of socially responsible investments so that it reflects their attitude to risk.
A SMSF trustee is the person or company responsible for the assets of the SMSF. As a SMSF trustee, you are responsible for the investments and that they are used for the right purpose, i.e. to provide for the future retirement income (pension) of the beneficiaries.
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WealthMaker Financial Services
Contact:Phone: (02) 9233 1111