SIRA Group Offerings

SIRA Group services:

Portfolio Management
Portfolio Management
 SIRA Group is a professional portfolio manager, providing private clients with expert knowledge and skills usually available only to the professional investment markets. SIRA Groups individually managed portfolios operated via a Managed Discretionary Account are available for individual investors, trustees of superannuation funds, financial planners, accountants and solicitors. Our service lets you focus on what is important to you while we concentrate on managing your portfolio.

Self-Managed Super
Self-Managed Super
 SIRA Group is a Self Managed Superannuation Fund (SMSF) specialist firm, having advised on SMSFs for trustees, accountants, financial planners and solicitors. David Bannister, principal of SIRA Group is a respected SMSF speaker and educator with many accountants, financial planners and solicitors having attended courses facilitated by him.

Dealers Services
Dealers Services
 SIRA Group provides financial market professionals the ability to operate their own business, offering Authorised Representative status under the SIRA Group AFSL. Authorised Representative status is available to qualified professionals on either a full financial planning basis or an Accountants Advisory License, which complies with the legislation introduced on July 1, 2013, allowing accountants to continue advising their SMSF clients. SIRA Group is a privately owned, boutique financial services group, providing for practices wanting to maintain their independence from the large institution owned dealer groups.