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Our Services

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Super & SMSF

We’re specialists in providing advice in all areas of superannuation and will always conduct a complete assessment of your current situation before providing any recommendations if appropriate.


In particular, we will assess the following:

  • Are you on track to retire with enough money to fund your desired lifestyle – for your entire retirement?
  • Is your superannuation fund performing to expectations?
  • Is the asset allocation appropriate?

  • Are you employing the right fund managers?
  • Are you contributing enough to super this year?
  • Are you taking full advantage of the new rules for super?

  • Should you make contributions for your spouse if they are not employed?
  • Are there other tax effective strategies you should be using?


SMSF

Where appropriate we can also advise you on all aspects of Self Managed Superannuation Funds (SMSF).

A SMSF is a fund designed to hold and distribute retirement benefits for its members. These funds are controlled by their members, and may have no more than four members. One of the benefits of a SMSF is an added layer of flexibility in terms of investment options which can be quite appealing to some people. Another is the cost efficiency a SMSF can provide once the fund exceeds a certain value.

We are able to assist in the establishment, ongoing maintenance and winding up of a SMSF, and everything else in between. If this is an appropriate strategy then we are able to guide you so you obtain the most out of your SMSF.


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Wealth Accumulation

Providing strategies to help you build wealth and achieve financial independence.

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Debt Management

Utilising strategies to reduce debt as quickly and efficiently as possible.

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Estate Planning

Assisting you to ensure your wealth is distributed as per your wishes.

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