Financial Planning

Self Managed Super Funds is a specialist area requiring knowledge across a number of areas. Traditional accounting firms provide accounting and taxation services only.

However, there will be many times that as a trustee you will require services beyond accounting to address changing life circumstances. For instance, retiring from work and needing to start a pension, sickness or death of a member, divorce or family breakup. We can help you plan for your future and navigate unexpected events.

We provide truly independent financial advice. We do not sell any products and are not linked to any banks or large financial institutions. We provide strategic advice and support when you need help to make decisions to navigate life events which affect your superannuation.

We hold an Australian Financial Services Licence to provide advice in the area of Self Managed Super Funds.

Australian Financial Services Licence No: 489212

Financial Planning Services

Setup of SMSFs

You need to consider whether a Self Managed Superannuation Fund is right for you and your family.

There are many factors to consider in deciding whether a Self Managed Super Fund will meet your needs and help you reach your goals.

We can provide advice as to whether a Self Managed Super Fund is the right path for you.


Superannuation Contributions

Property Advice including borrowing and Limited Recourse Borrowing Arrangements

Superfect - simplifying your finances