Separately Managed Accounts – Presentation with DNR Capital

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Mar72018

Separately Managed Accounts – Presentation with DNR Capital

Did you miss our Separately Managed Accounts Information Sessions, or just want to look at the presentation again?

Our presentation covered the background of DNR Capital, what Separately Managed Accounts are, the benefits of SMAs, and a Market Review.

Click the attachment for a copy of the presentation. If you’d like to know more please contact us!

SMA Client Presentation

07/03/2018

Author: Carrick Aland

https://carrickaland.com.au/

Carrick Aland is QLD’s leading Rural and Small Business Financial Specialists helping the region thrive with accounting, tax, audit and wealth planning advice to individuals, businesses and farming families. With offices in Dalby, Toowoomba and Chinchilla, Carrick Aland Group is comprised of Carrick Aland Accountants, Carrick Aland Wealth Planning, Queensland Audit Services and Intuitive Super.

Succession planning was an extremely challenging task to undertake. Wayne Turner was prepared to put his chips on the line, interpreting what we were trying to achieve and putting that into a state for Mum and Dad and I commend Wayne for doing that.
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ANDREW HIRSTMoonie

Carrick Aland have again proved that they are indeed a first class accounting firm. James Coggan and Son are privileged to have been clients for many years.
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HAROLD COGGANJames Coggan and Son

Congratulations all you are well above the average. I think our family is up to generation 5 with the firm and no complaints. The staff we deal with are fantastic.

BARRY MCNAMARA

Carrick Aland and their team of dedicated staff have been assisting us, and our business, with professional accounting services for over 20 years. I have always found them easy to work with and they have always responded very quickly to my enquiries.
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KELLIE MARCINKOWSKICK9-SAS

As the owners of a new small business, we very much appreciate Xero for ease of use in processing business transactions. It has been the right choice for our accounting needs and has saved us much time and effort while we are busy with day to day running of a small cafe & catering business.
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JOY JAMIESONRelish@ Highfields

Succession is always complicated, especially the non-rural versus the rural however Wayne Turner was able to process this and bring valuable options to the table. Wayne kept us on track by discussing options broadly and then following up to guide us through the finer details. It was a lengthy process but we needed that time to consider all aspects properly and wholly.
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PAULINE DELLBrisbane

Separately Managed Accounts – Presentation with DNR Capital

Author: Carrick Aland

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