Considering an SMSF?

You decide how you want to spend your retirement, so why not decide how you want to spend your retirement savings?

An SMSF puts you in the driver’s seat – you control your own investment decisions and can tailor your super to support your personal retirement goals. In turn, you are responsible for complying with super and tax laws, so the decisions you make must be considered very carefully.

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Our Superannuation Services

We have earned an outstanding reputation for supporting our superannuation clients with the advice and services they need to complement their chosen superannuation structures. Our superannuation services include:

  • superannuation advice and strategy implementation including establishment, contributions planning, investment structuring, pension planning and SMSF borrowing
  • superannuation accounting, administration and tax services
  • superannuation audit
  • Rectification of compliance issues

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Our Advice Process

Through our consultative approach and a comprehensive advice process, we are committed to ensuring that our SMSF clients are armed with the appropriate information to provide confidence to make the best investment and lifestyle decisions to reach their retirement goals.

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Our Superannuation team is waiting to help you.
+61 2 9981 2300
Learn more about our Superannuation team

Latest news

EoFY Super Contributions

Don’t leave your contributions to the last minute This is particularly important if you plan to claim a tax deduction for any of your contributions. Contributions are included in a financial year if they are received in your fund’s bank account by 30 June. With 30 June falling on a Sunday this year, it would … Continued

Changes to Insurance inside Superannuation

The Federal Government recently passed the “Protecting Your Super” (PYS) legislation package. This is designed to provide better outcomes for superannuation members by preventing inactive superannuation accounts being eroded by insurance premiums. From 1 July 2019, Super Funds are required to cancel insurance cover for any members whose accounts are deemed “inactive” for a continuous … Continued

What the Coalition win means to your Superannuation

After taking a policy of stability for superannuation to the election, the Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives. After the introduction of the significant legislative changes which came into effect on 1 July 2017, you may be relieved to hear … Continued