No Advice Express or Implied: The contents of this document are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. GOAL Finance and Wealth PTY LTD does not provide financial product advice or recommend any financial products either expressly or implied. GOAL Finance and Wealth PTY LTD expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through GOAL Finance and Wealth PTY LTD . This applies equally to those financial products which are established for your SMSF when you become a client of GOAL Finance and Wealth PTY LTD . Any information provided in relation to any financial product or service available through GOAL Finance and Wealth PTY LTD  is factual information only about the operation of the account and how data is made available to GOAL Finance and Wealth PTY LTD . Where this Document refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice (see below) from a financial adviser before making any decision to purchase any financial product referred to in this Document. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: GOAL Finance and Wealth PTY LTD  is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed in the email is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with GOAL Finance and Wealth PTY LTD  are detailed once we have assessed your personal needs. When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees. 

Important message This e-mail message is intended only for the addressee(s) and contains information which may be confidential. If you are not the intended recipient please advise the sender by return email, do not use or disclose the contents, and delete the message and any attachments from your system. Unless specifically indicated, this document does not constitute formal advice or commitment by GOAL Finance and Wealth PTY LTD  We can be contacted through our website: goalinvest.com.au