Self-Managed Superfunds

“After discussing a plan to purchase a farm through my SMSF with my accountant of 10 years, I received a no. I still had questions and wanted to proceed with the purchase, so I sought advice from Ryan Baltitude of Strategiq. Ryan listened carefully to my plan and sought the correct advice through the ATO (even though having a newborn son) and still got back to me regularly until we received a ruling to say what we planned to do was legitimate with the ATO. Thanks to Ryan’s superior knowledge in relation to SMSFs and all facets of the Accountancy and Financial industry, my son’s dream of owning a farm was realised. Ryan’s team now manage my portfolios, and I would recommend him for any advice on an SMSF.”

– Heath

“I cannot thank you enough for all that you have done to assist myself and my family with our SMSF and everything surrounding our SMSF, including (but not limited to) insurances, purchasing property and developing various investment strategies that reflect the goals we want to achieve. It truly is an amazing feeling knowing you have someone in your corner that only wants the best for you and your future. Your knowledge, guidance, expertise and efficiency is invaluable and something that I am extremely grateful for.

I look forward to continuing to work together and making new goals and strategies for a successful and secure future.”

Kimbalee Moseley

“I highly recommend Strategiq for your SMSF setup, insurances and investment strategy. Ryan is absolutely incredible at what he does, and his knowledge about all things finance incomparable. I genuinely trust him with my money, which is so important for anyone. When COVID-19 hit, Ryan was immediately in contact with me to talk me through what it meant for me and how best to get through it. I can safely say that because of his knowledge I got through the situation relatively stress free and felt supported. Ryan’s passion for what he does is clear, and this is why our meetings and discussions are always a delight to walk away from, I feel excited and confident every time. He is also always available to contact and for advice, again – very necessary. To be able to see the growth of my initial investments now is so rewarding and it is all thanks to Ryan!“

Lisa Baker

“After discussing a plan to purchase a farm through my SMSF with my accountant of 10 years I received a no. I still had questions and wanted to proceed with the purchase so I sought advice from Ryan Baltitude of Strategiq. Ryan listened carefully to my plan and sought the correct advice through the ATO, (even though having a new born son) still got back to me regularly until we received a ruling to say what we planned to do was legitimate with the ATO. Thanks to Ryan’s superior knowledge in relation to SMSFs and all facets of the Accountancy and Financial industry, my son’s dream of owning a farm were realised. Ryan’s team now manage my portfolios and I would recommend him for any advice on a SMSF.”

Jenni