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Rubicon Financial Services Ltd

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Rubicon Financial Services Ltd

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Investors Office Financial Products and Services

We offer a broad range of products and services, including the following: Personalised Planning and Advice
Investment Strategies
Retirement Planning
Self-Managed Super Funds Wealth Management
Buying and Selling Securities
Risk Management and Insurance
Superannuation Pensions

Buying and Selling Securities
We buy and sell securities listed on the ASX for regular clients and one-off trades.
Retirement Planning - Self-Managed Super Funds
For suitable clients with sufficient assets, we recommend the establishment of self managed super funds.
This structure gives clients control of their retirement assets and enables them to consolidate their super and personal assets into their own SMSF.
We provide a trust deed, advice on an investment strategy and a management service to ensure that Trustees meet their legal obligations and keep proper records.
Retirement Planning – Superannuation Pensions
If clients have satisfied a condition of release, we assist them to establish superannuation pensions from their SMSF.
Clients can draw on their Super while they keep working with a “Transition to Retirement” Pension.
If aged 60 or more, clients can establish an Account Based Pension.
Risk Management
We advise on risk management for clients who need insurance cover.
We arrange appropriate levels and types of insurance cover.
We arrange insurance to facilitate business succession planning.

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