Phone: 0400 955 980
Copyright © Crystal Australia Investments Pty Ltd
Crystal Australia Investments Pty Ltd is a Corporate Authorised Representative (No. 409349) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969.
Australian Financial Services Licence No. 223135.
Crystal Australia Investments Pty Ltd (Crystal) is a boutique financial services firm that specialises in investment services for the trustees of self-managed superannuation funds (SMSFs) and pension funds under our financial services licence agreement with Capstone Financial Planning . Our everyday work is focussed on advice, compliance and risk management for SMSFs.
Our sister company, Crystal Superannuation Services Pty Ltd, specialises in SMSF administration services. These services are not provided in our capacity as a representative of Capstone Financial Planning . These services include a full suite of SMSF administration options, from daily downloads right through to the preparation of Annual Financial Statements and the ATO Annual Return.
If you have an SMSF, or are thinking of establishing one, you may find it increasingly difficult to keep up with all aspects of SMSF compliance, regulation and practices. The principals of Crystal have been helping accountants, advisers and Trustees with SMSF administration for over 15 years and are currently providing formal outsourcing services to a number of accounting practices.
Our business is based on the North Coast of NSW but we have adopted a national outlook with clients from Melbourne to Darwin. With our regional base we have avoided high CBD office and personnel costs, supporting our goal to have a highly competitive fee structure.
Interested in finding out more? Contact us on 0400 955 980.