Welcome to Self Managed Retirement Systems

Financial Advice and Investment Strategies.

OUR SERVICES

 

Robert Stark

Director And SMSF Specialist

Robert is the Proprietor of Self Managed Retirement Systems Pty Ltd.

He joined the financial services industry in 1970, initially in Estate Planning until 1987, when he became involved in SMSF strategies. On 17 Oct 1991, Self Managed Retirement Systems Pty Ltd (SMRS) was established to provide compliance and strategic advice to SMSF Trustees, particularly in the area of in-specie transfers of business real property to SMSFs.

In September 2002, Robert completed a Diploma of Financial Planning and holds the internationally
recognised Certified Financial Planner™ or CFP® qualification. SMRS is a Founding Member of SISFA (Self-Managed Independent Superannuation Funds Association) and Robert has been SISFA’s WA Director since 1999.

Robert Stark 239489 is an Authorised Representative of Self Managed Retirement Systems (ABN 14 054 013 857).

Self Managed Retirement Systems Pty Ltd is a Corporate Authorised Representative 240331 of Blythe Group Pty Ltd (ABN 66 638 101 425, AFSL 520958)

 

Investment Philosophy

Our investment philosophy and portfolio construction methods are based on the following key economic principles:

 

  • Capital markets work and build wealth over time

  • It’s time in the market, not market timing

  • Risk and return are related

  • Diversification is essential

  • Markets are efficient at pricing and reflect value and information accurately and quickly

Self Managed Retirement Systems understand that it is important to plan for the future as it is to plan for today. Part of that future long-term plan is Estate Planning; this is anticipating and arranging for the disposal of your estate after your death.

 

Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximise the value of the estate by reducing taxes and other expenses.

Get in Touch

37 Blythe Avenue, Yokine WA 6060

rstark@smrspl.com.au

Tel. (08) 9381 4444

Mob. 0412 003 073

 

General Advice Warning

All strategies and information provided on this website are general advice only, meaning they do not take into consideration any of your personal circumstances.  You will need to consider its appropriateness to your circumstances, and access the relevant documentation (including Product Disclosure Statements) prior to making your decision. Please contact us via email or phone to seek any clarification or personal financial & taxation advice prior to acting on this information.

Privacy

We are committed to protecting your privacy. For more information about how we comply with the requirements of the Privacy Act and Australian Privacy Principles, to access the information we hold about you, how to have it corrected and how to complain if you think we have breached the privacy law, ask us for a copy of our Privacy Policy by contacting us or by accessing our Financial Services Guide 

© 2020 by SMRSPL