Live that exotic lifestyle in retirement.
- A complete superannuation solution
- Dedicated team of qualified and experienced SMSF experts
- Peace of mind for your future
The popularity in Self Managed Superannuation Funds (SMSFs) has certainly picked up pace in recent times. The desire to have a comfortable retirement is clear. We've been around since the start, so we're on top of all the legislative changes, observing where people go wrong and have ensured that our clients get it right.
Getting the best outcome
You undoubtedly want to get the best possible outcome from your SMSF whether you are just starting off, transitioning to retirement or looking at the best way to pass wealth on to the next generation. We are here to guide you.
The quality of service you receive from us will remain consistently high - we don't outsource any of your work.
We'll also work with you and your other advisors, whether that's your financial advisor, solicitor or banker. We understand that you and those who assist you want a no fuss approach to getting things done. With this in mind we action all phone calls, emails and requests on the same day.
How we can help you
Our super specialists can help you with:
- Fund Establishment
- Accounting & administration
- Transition to retirement
- In-specie contributions
- Retirement strategy
- Tax minimisation
- Technical support
- Compliance support
- Family succession
- Estate planning
This content has been prepared to provide you with general information only and has not taken into account your personal objectives, financial situation or needs. It does not contain and it is not to be taken to contain Personal Financial Advice. Before making any financial or investment decisions, you should seek advice from an appropriately licenced or authorised financial advisor.
t: (07) 3210 5525
Find out more about Dean