Resources
Get in Touch
PO Box 508
Toormina NSW 2452
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.
Self Managed Super Fund Specialists
Crystal Australia Investments Pty Ltd (Crystal) is a boutique financial services firm offering specialist administration and investment services to the trustees of self managed superannuation and pension funds. As an owner operated firm, we have the ability to offer variety of product and completely flexible services.
We provide a range of advice and services including :
- General financial reviews and guidance.
- Self managed super fund establishment.
- Ongoing self managed super fund administration and compliance.
- Investment services and advice.
- Retirement planning and advice.
- Personal insurance services and risk management.
Long term practical experience
- our team of advisers have outstanding practical experience, skills and knowledge to help you with your self managed super fund. The two principals have over 30 years experience between them.
Everyday focused specialisation
- our every day work is focused on advice, administration, compliance, investments, and risk management of self managed super funds and related issues.
Flexibility and creativity
- as a small business we can be totally flexible in our advice, services, business model, approach to investments and relationships. Our specialist skills and knowledge provide the confidence to be creative in identifying your best options or solutions.
Pension fund expertise
- we have extensive experience in both advisory services and administration of pension funds, along with the establishment and monitoring of income streams.