Separately Managed Accounts – Presentation with DNR Capital

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Mar72018

Separately Managed Accounts – Presentation with DNR Capital

Did you miss our Separately Managed Accounts Information Sessions, or just want to look at the presentation again?

Our presentation covered the background of DNR Capital, what Separately Managed Accounts are, the benefits of SMAs, and a Market Review.

Click the attachment for a copy of the presentation. If you’d like to know more please contact us!

SMA Client Presentation

March 7, 2018

Author: Carrick Aland

https://www.carrickaland.com.au/

Carrick Aland is QLD’s leading Rural and Small Business Financial Specialists helping the region thrive with accounting, tax, audit and wealth planning advice to individuals, businesses and farming families. With offices in Dalby, Toowoomba and Chinchilla, Carrick Aland Group is comprised of Carrick Aland Accountants, Carrick Aland Wealth Planning, Queensland Audit Services and Intuitive Super.

Recently we had our end of year finances and tax returns completed by Daniel Bartkowski. We are extremely grateful for his intuitive to look further into our finances with a positive result. Daniel is very approachable and highly professional with a wealth of knowledge within the rural sector, which we are predominately involved in. He understood our situation with ease. We highly recommend both Daniel and Carrick Aland to our friends and family.

BEN AND SUSAN JACOBS

Dan has given me advice on income protection. Dan was able to explain it all to me in a very clear manner. Through Dan’s experience and knowledge I received a very positive outcome. I always receive full care and attention from Dan when needed.

KYLIEMeridan Plains

Over the past few years my wife and I have been planning to retire. Due to our limited understanding about financial investments, we realized expert advice from a professional financial planner was a priority to achieve the best possible retirement investment outcome.

We had already established a good rapport with Carrick Aland Accountants with Wayne Turner preparing our Tax Returns for a number of years and took every opportunity to seek advice on our future goals and aspirations heading into retirement.

CHRISTOPHER & CHRISTINAWright

The services of Carrick Aland Wealth Planning have always been at the highest professional standard, offering a service that is second to none. Their personable approach and commitment to delivering the best product and services is testament to the company and will ensure I continue returning to them. Most recently my involvement with Daniel Ellis and his insurance advice was simply exceptional, he worked hard to deliver the best product at the best rate for me and was incredibly considerate and professional in all his dealings.

KIRSTY O’BRIENJournalist

I was the recipient of the Dalby Chamber of Commerce Exceptional Service Award presented to me at the Business After Hours at White Industries. I wish to thank Carrick Aland Accountants for sponsoring this award. It is wonderful to see businesses like yours support our community and provide employees opportunities to be recognised and rewarded for their hard work and dedication to their employer. Thank you for the presentation of this award.

BRIANNA CELLEDONIDalby Engine Rebuilders

There were no speed bumps when we moved to Carrick Aland and Intuitive Super. For us it was the level of Wayne’s professional finger-on-the-pulse and strategy in his thinking that he delivered, together with Daniel Ellis and Beth Hall. They put a lot of work into the final breakdown and explained the strategy. The clever part is that now our SMSF is only one part of our financial puzzle. The standout for us was Wayne maximising our SMSF to devise a strategy with a long-term view.

ROWENA AND DAMIAN

Separately Managed Accounts – Presentation with DNR Capital

Author: Carrick Aland

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