You need expert professional advice from experienced practitioners and a firm you can trust with your administration needs.
Superannuation may be all of these things, but it is also a tax-effective vehicle that favours the person with foresight. Whether you take an active hand in self-managing your superannuation or whether you want to "set and forget", Back9 offers personalised service that makes the most of what could be your single largest asset outside the family home.
We can assist with:
Assets
Liability Driven Investment (LDI), Payment Structures
Liability
Management, Extinguishing
Strategic Advice*
Super and non-Super Assets, Cash, Fixed Interest, Local and International Equities, Direct Property, Private Equity, Asset Allocation
Super Fund Administration
Detailed Periodic Asset Management, Reporting & Reviews, Income Reports, Contribution Monitoring
Pension Administration
Tax Effective Pension Strategies
Reporting
Preparation of Financial Statements for Audit, Tax Return Preparation and Lodgement, Investment Strategy & Minutes, Regulatory Returns
Insurance
Liability/Risk Management
*Supported by outsourced asset management consultants
Who do we help?
We provide personalised strategies to high-net-worth individuals and family groups, sophisticated individual investors, business owners, senior executives, and professionals to maintain, grow and protect their wealth.
Contact Back9 Capital Management Pty Ltd for reliable and comprehensive Financial Planning & Asset Management advice.
Telephone
+61 (2) 9238 8280
+61 (0) 418 854 838
Address
Level 24, 9 Castlereagh Street,
Sydney NSW 2000 Australia
Postal
PO Box R1800,
ROYAL EXCHANGE NSW 1225
