Our Superannuation team are the Super experts

SMSF Team

 

Our superannuation division is headed by Sally Rorke, who has a depth of SMSF knowledge built over 25+ years experience in advising clients, accountants and financial planners on self-managed funds.

Alongside Sally is our  superannuation team, comprised of qualified superannuation managers, accountants and support staff who provide the  accounting taxation and compliance services  for all of our SMSFs.

Our team of specialist SMSF advisers are Sally, Michael Bowman and Mark Shepherd who are all authorised to provide SMSF advice under our  limited Australian Financial Services License.

They each have specialist SMSF qualifications and  are able to provide advice on the following areas:

  • SMSF establishment and operation
  • Strategies for the accumulation phase including contributions planning and SMSF borrowing
  • Strategies for the retirement phase including pension planning and simplification of personal financial structures
  • Strategies for estate planning

Allan Hall SMSF Advisory Pty Ltd, Australian Financial Services License 485203, ABN 71 608 966 276

Financial Services Guide and SMSF Advisor Profiles

Contact our Super team:

Phone
+61 2 9981 2300
Email
allanhall@allanhall.com.au

Sally Rorke

Associate Director, Head of Superannuation Division