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Retail Funds

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Retail funds are broadly owned by the large Banking/ Financial Institutions in Australia. They have large marketing budgets and have a large market share due to their presence. This does not necessarily represent the best value or performance. Birchcorp is not aligned or owned by any Bank or Financial Institution. Birchcorp has suggested the use of retail funds for particular investment options, but it is of our opinion there are better options in most circumstances. A low cost industry fund will generally provide similar and in many cases a better option for your general superannuation needs.

 

To determine a suitable Retail fund that suits your needs please contact our Financial Planners.

 

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Purchase Property in your SMSF

SMSF and property investments: Although many property spruikers stand before you and sell the concept that everyone must buy a property in your SMSF. Birchcorp is here to say that there is much time and effort required for an investor to decide to embark on this complicated arrangement. Although Birchcorp is happy to say the process is as easy as 1,2,3... it is not a process that should be taken lightly. We are professionals and have processed these SMSF establishments and ongoing services many times. A complacent trustee can easily come into serious trouble with the govern... Read More

Insurance

Birchcorp can show you how you may purchase your Insurance with no out of pocket expense.

Unlike other Financial Planning firms, Birchcorp is happy to show you how and why you can decrease your Insurance coverage... Read More

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Birchcorp Pty Ltd ABN 56 132 775 654 is a Corporate Authorised Representative (No. 339299)
of Dover Financial Advisers Pty Ltd ABN 87 112 139321, which is the holder of an AFSL No. 307248. Birchcorp Pty Ltd is an Accredited Member of the FBAA with an ACL No. 376718.