SMSF SERVICES

Do you need someone to assist you with ensuring your SMSF Compliance is up-to date.

SMSF Set-up

Before we start the process of setting up SMSF, we need to understand what it is?

A Self Managed Superannuation Fund is a superannuation Trust. It gives you the reward at the time when you get retired. There can be maximum 4 members in the SMSF fund. Anyone can become the trustee in that fund. Read more…

SMSF Accounting

We La Verne capital Pty Ltd can help you to open your new SMSF fund. We have a team of advisers who can help you to open your SMSF.The SMSF professional is a new initiative from the team behind Select Insure Pty Ltd and Select My Loan. Read more…

SMSF Audit

The SMSF fund is audited each year and hence your fund should be monitored by a financial expert. You should lodge your SMSF annual return before 45 days before the date provided. This is one type of important information that needs to be aware by the SMSF holder. Failing to manage all the rules and regulation can create problems in managing SMSF.  Read more…

Financial Advice

A financial planner is a person who is licensed by ASIC and who also represent a firm to advice on financial planning. It will be add value to his advice if he have very good track record of his experience. We La Verne Capital have experience advisers who can help you in achieving your goals. Read more…

Budgeting

A budget management protects you from any financial loss in future. It also allocates money to different sections according to their needs. This ensures that you will have sufficient money for all of your area for your maintenance. A budget also helps you to maintain your cash flow without over crossing your budget limit.  Read more…

Buying Property

Buying an investment property continues to be one of Australia’s favorite ways to invest. An investment property should be about increasing your wealth and securing your financial future. Investing in property is growth asset. Investing in the property will not guaranty you that you will make profit. It is depend on the type of your investment.  Read more…

WELCOME TO La Verne Capital

The principals of La Verne Capital have been providing financial planning services for over 20 years. We are privately owned, free of any conflicts that may arise from institutional ownership.

We assist our clients with their financial planning needs through the provision of expert advice on:

  • Retirement Planning
  • Superannuation and Wealth Accumulation
  • Self Managed Superannuation
  • Investment Advice (including direct shares and managed funds)
  • Entitlements to Centrelink Benefits
  • Estate Planning
  • Personal Insurance

LATEST NEWS

VIDEO NEWS

La Verne Capital Financial Advice

We assist our clients with their financial planning needs through the provision of expert advice on:

Home - Financial Advice, Retirement Planning & Investment Advice Adelaide-La Verne Capital

The ‘Ambulance Chasers’ – have now become the “chased”. Another big overseas expansion plan gone astray. The market capitalisation of Slater and Gordon is now around $140m, with close to $800m of debt. Company would appear to be run now for the benefit of their bankers. Read more

Home - Financial Advice, Retirement Planning & Investment Advice Adelaide-La Verne Capital

Nathan is currently studying Finance at University and is looking to ultimately obtain a role in funds management – it is with this that we have struck a solid relationship with Nathan and we wish him all the best for the season ahead. Read more

La Verne Capital is proud to be sponsoring Nathan Stark - number 20 for the Sturt Football Club.

La Verne Capital Financial Advice is a boutique financial advice business which is privately owned and aims to deliver highly qualified financial advice that is backed up with friendly personal service. Read more

La Verne Capital T/as SMSF PRO AFSL License Number 482 937 and ABN : 20 609 554 485