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New opportunity to borrow within super.

New government legislation now gives SMSF the opportunity to leverage certain assets within superannuation environment.

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Home arrow Code of Conduct
Code of Conduct PDF Print E-mail
Written by Administrator   
Sunday, 29 April 2007

Our Client Charter

 
  • We will provide impartial professional advice

  • We will put the needs of the client first and ensure that the are advised of any conflict

  • We will treat all individuals and organisations with whom we deal with respect

  • We will be honest, open and transparent with all costs, fees and disbursements

  • We will be discreet and protect our client's rights to confidentiality

  • We will ensure that our staff are properly trained and competent and capable of providing the required level of service

  • We will be consistent in our approach and dealings

  • We will operate a complaints system to ensure that any failings on our part are dealt with fairly and promptly

Last Updated ( Thursday, 27 March 2008 )
 
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