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

Retirement is different for everyone

Today, with Australians living longer and healthier lives, the concept of retirement is very different to what it was only one generation ago. Not only that, but for each retiree, retirement is different. When planning your retirement, there are typically four areas that need to be considered. 1. Define your retirement vision Everyone has a … Continued

Why should I contribute to Superannuation when it could all change?

This is such a common question we are hearing at the moment. “The government is always changing superannuation,” we hear people say. “It is one of my biggest concerns.” People are always uneasy about change and especially when it comes to their finances. Yes, the government has made changes to superannuation. And to a lot … Continued

Five common super mistakes and how to avoid them

Your super is the key to having enough money to live comfortably in retirement. Yet many of us are letting our retirement dreams slip away by falling into some common, yet easy to prevent, super traps. Here are the top five super mistakes you should avoid. 1. Losing track of your super According to recent … Continued