SMSF Strategy Advice

Australians are increasingly taking control of their superannuation by establishing Self-Managed Superannuation Funds (SMSF).  

PhillipCapital can advise trustees of SMSFs on equity and derivative investments. Our experienced advisers will work in partnership with you to evaluate strategies aimed at enhancing the return of your equity portfolio and or managing your exposures as you transition towards retirement.

PhillipCapital can help you

  • Provide you investment advice and execution on equity related strategies for SMSFs
  • Regularly review strategy and performance of the equity component
  • Provide General Advice on derivative related strategies.

Please do not hesitate to contact us for an obligation free appointment.

Why Choose PhillipCapital?

Expert, Quality Advice

Professional, fully accredited and friendly advisors can help tailor the perfect solution to your needs.

Global Strength and Size

Established in Singapore in 1975, PhillipCapital operates across 16 countries, has over 1 million clients and manages over USD 28 billion assets under management and custody worldwide. You know your investments are safe with us.

Gateway to Americas, Asia and Europe

Expand your investment universe outside of Austraila and reach across the globe. PhillipCapital has access to exchanges across the world.

Speak to an Advisor

Phone Request a Callback:

Phone Toll Free: 1800 214 264

Phone International: +61 3 8633 9800

Website search

Search the PhillipCapital website here.

Request Callback

Fill in the below information and a PhillipCapital representative will call you back as soon as possible.