Book Assessment

Let's Start Your SMSF Journey Together

No chatbots. No call centres. Just real SMSF specialists ready to answer your questions and guide your next steps—face-to-face in Western Sydney or via video conference.

Three Ways to Connect With Our Specialists

1. Book Your Free SMSF Assessment

The best way to start. Our specialists will assess your situation and provide honest guidance about whether an SMSF is right for you.

Book Your SMSF Assesment

2. Call Us Directly

Speak with our team Monday to Friday, 9am–5pm AEST

Penrith Office: 1300 386 802

3. Send Us a Message

We'll respond within one business day

Stay Connected

Follow us for SMSF insights and updates:

Send Us a Message

We’ll respond within one business day

Contact Form

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  • Office Hours:

    • Monday to Friday: 8:30am – 5:00pm
    • Saturday & Sunday: Closed

    Getting Here:

    • Parking: 2-hour free parking available in Westfield’s Penrith  (entrance via Jane  Street)
    • Train: 1-minute walk from Penrith Station
    • Bus: Routes 690, 691, 692 stop directly outside

    What to Expect: When you visit our Penrith office, you’ll meet with genuine SMSF specialists—not salespeople. We’ve designed our space for productive conversations about your financial future, with private meeting rooms and all the technology needed to explore your options properly.

  • Can't Make It In Person?

    Simply mention your preference when booking, and we'll send you everything you need.

    • Google Meet Logo Streamline Icon: https://streamlinehq.com

      Google Meet

  • What Happens Next?

    1

    Within 24 hours

    We'll acknowledge your enquiry and schedule a convenient time to talk

    2

    Initial conversation

    We'll understand your situation and objectives (no sales pressure)

    3

    Honest assessment

    We'll tell you if an SMSF makes sense—or if it doesn't

    4

    Clear next steps

    If proceeding, we'll outline the journey with complete transparency

    Experience the
    Specialist Advantage

    Ready to experience what truly integrated SMSF expertise delivers? Our specialists are prepared to demonstrate the measurable difference that focused knowledge and coordinated strategy makes to your retirement wealth.

    Apply for your SMSF

    Not sure where to start? Contact us for a confidential discussion about your current SMSF requirements.

    Get In Touch

    The best way to start. Our specialists will assess your situation and provide honest guidance about whether an SMSF is right for you.