Super
Assist
This service is designed to make managing
your SMSF as simple as possible.
By signing up to the “Super Assist” service you will receive:
No Lock-In Contracts
$49 per month and cancel at any time. Like Netflix for your super!
Exclusive Access
First access to investments opportunities.
Free online trading account
Free online trading account if required.
Assistance with audit queries
Helping you understand what all that jargon means!
Document Certification
Certifying documents such as trust deeds and bank statements when required.
Assistance with paperwork
Assistance with completing paperwork such as application forms and account opening forms.
Dedicated Account Manager
Access to a account manager with knowledge and experience across Australian Equities, International Equities, structured investments, margin lending, derivatives, property in super, and insurance.
Daily stock market report
Receive monthly stock alerts, regular market commentary and research plus Access to Sequoia Asset Management’s Core Australian Equities Portfolio.
Regular Stock Ideas Exclusive to Subscribers
Receive monthly stock alerts, regular market commentary and research plus Access to Sequoia Asset Management’s Core Australian Equities Portfolio.
Reporting
Providing and helping you interpret reports for your SMSF.
Sequoia Asset Management specialises in providing general financial advice to
self-directed investors looking to take control of their superannuation.
Speak to an expert about establishing an SMSF today.