Don’t miss out on the benefits of an integrated platform
Success with you SMSF is about the company you keep. Are you keeping the right company?
SMSF investors want control over their SMSF. You want to make your own decisions based on your own research and analysis. But managing the paperwork, tax, and compliance can be boring, time-consuming, and take you away from the fun stuff: identifying investment opportunities and building a portfolio based on your sound evidence-based analysis and insights.
That’s where an integrated platform can help. An integrated platform allows you to build and manage your portfolio, identify and make sound investment decisions, and monitor everything in one place, daily, online, with all the paperwork taken care of.
You need the right partners to do all this.
Bell Direct and our SMSF admin partner Prime Financial, have joined with Stock Doctor to give you an integrated solution that can help you take your SMSF to the next level.
It’s an innovative, expert-lead solution, to help you find an edge with your super. We bring together specialists in each field, allowing you to:
- Identify investment opportunities – with exclusive stock research,
- Manage your portfolios – with total control and confidence,
- Effortlessly put your decisions into action – with your Bell Direct trading account,
- Save time – with a complete SMSF administration and concierge service.
And you can view your SMSF portfolio daily, online or on your mobile app.
We know moving your SMSF is a big deal. That’s why you deserve to get big benefits.
For a limited time only – offer ends on Thursday 7th December 2023.
Stock Doctor Member (14+ years)
Lincoln Indicators Pty Limited (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised in placing undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice, and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Financial Services Guide (FSG) for more information at Lincoln Indicators Pty Ltd. If our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) at Lincoln Indicators Pty Ltd before making any decision.
The Bell Direct service is provided by Third Party Platform Pty Limited trading as “Bell Direct” (ABN 74 121 227 905) an Australian Financial Services licensee (AFSL 314341) a Participant of the ASX Limited Group and a Trading Participant of Cboe Australia. Bell Direct does not provide investment advice. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on https://www.belldirect.com.au/ .
The promotion is not valid for cash or cash equivalent and is non-transferable. Cannot be combined with other offers, discounts or promotions. Promotions may be subject to availability. All monetary amounts specified in these terms and conditions are in Australian dollars (AUD). All pricing excludes GST. To redeem this promotion during the promotional period, you must complete the form submission included in the communication or landing page. Stock Doctor, Bell Direct and Prime reserves the right to modify or amend this promotion and cancel or suspend the promotion without prior notice. By completing the form or attempting to participate in this promotion, you agree to accept and be bound by these terms and conditions from Stock Doctor, Bell Direct and Prime Financial. The promotion from Bell Direct starts on Friday 27th October 2023 at 9:00 am AEDT and ends on Thursday 7th December 2023 at 5:00 pm AEDT. The promotion from Prime starts on Friday 27th October 2023 at 9:00 am AEDT and ends on Thursday 7th December 2023 at 5:00 pm AEDT. The promotional includes from Stock Doctor: 30-day complimentary membership to Stock Doctor. Promotion starts on Friday 27th Oct 2023 at 9:00 am AEDT and ends on Sunday 24th December 2023 at 5:00 pm AEDT and $200.00 AUD discount on new members joining Stock Doctor. Promotion starts on Friday 27th Oct 2023 at 9:00 am AEDT and ends on Sunday 24th March 2024 at 5:00 pm AEDT.