Superannuation (SMSF)

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
  • Audit
  • Pensions
  • Transition to retirement
  • In-specie contributions
  • Retirement strategy
  • Tax minimisation
  • Technical support
  • Compliance support
  • Family succession
  • Investments
  • Insurance
  • Estate planning

 

Contact usResources

To find out more contact one of our specialists today.

Bill Charlton

t: (07) 3210 5530
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Find out more about Bill

Dean Vane

t: (07) 3210 5525
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Find out more about Dean

Lauren Steinheuer

t: (07) 3210 5524
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Find out more about Lauren

Malcolm Barkle

t: (07) 3210 5512
e: This email address is being protected from spambots. You need JavaScript enabled to view it.