Strategy Steps is an independent, specialist business delivering competitive and practical financial planning strategies. Our services are tailored to the needs of professional advisers and their clients. Become a Step-in member for ongoing access to independent technical support or use our customised services to help with projects specific to your business opportunities.  

Want to find out more?

Download our pdf brochure for more information or watch our video.

Seminars

Aged Care

Add expertise on aged care to your skill set to improve the service to your clients and create business opportunities. Strategy Steps is the leading trainer on aged care strategies with seminars around Australia.

Register your interest in attending workshops via email to info@strategysteps.com.au and include details of your location.

2010 Federal Budget

The Rudd Government handed down its third Budget on 11 May 2010 with no great surprises.

Click here to read our Federal Budget Report.
 

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News Menu

SMSF investing in collectibles – election promise
01/08/2010
A re-elected Labor government will permit self-managed superannuation funds (SMSF) to continue investing in collectibles and personal use assets,... learn more

Cooper Review – Final Report Released
06/07/2010
Click here to read Strategy Steps' special report on the ten areas reviewed. The Government released the final Cooper Review Report at 12.30pm... learn more

SMSF solutions – Cooper response
05/05/2010
Recommendations from the Cooper Review will impact on advice for self-managed super funds (SMSFs). In particular, advisers face the possibility of... learn more

Future of financial advice
26/04/2010
The financial planning industry is treading another wave of change due to a combination of the fallout from the global financial crisis, the... learn more