Considering an SMSF?

You decide how you want to spend your retirement, so why not decide how you want to spend your retirement savings?

An SMSF puts you in the driver’s seat – you control your own investment decisions and can tailor your super to support your personal retirement goals. In turn, you are responsible for complying with super and tax laws, so the decisions you make must be considered very carefully.

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Our Superannuation Services

We have earned an outstanding reputation for supporting our superannuation clients with the advice and services they need to complement their chosen superannuation structures. Our superannuation services include:

  • superannuation advice and strategy implementation including establishment, contributions planning, investment structuring, pension planning and SMSF borrowing
  • superannuation accounting, administration and tax services
  • superannuation audit
  • Rectification of compliance issues

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Our Advice Process

Through our consultative approach and a comprehensive advice process, we are committed to ensuring that our SMSF clients are armed with the appropriate information to provide confidence to make the best investment and lifestyle decisions to reach their retirement goals.

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Our Superannuation team is waiting to help you.
+61 2 9981 2300
Learn more about our Superannuation team

Latest news

Maximise Your Superannuation Contributions for Year Ending 30 June 2020

If you are seeking to maximise your superannuation contributions in 2019/20, please carefully review the limits and information below.   Your contributions must be received in your Fund on or before 30th June 2020.  The reason is two fold to ensure that: 1. You are eligible to claim a deduction in 2019/20 for any personal … Continued

REMINDER: Withdraw Your Minimum Pension Payment Before 30 June 2020

We would like to remind our SMSF retirees to check your super fund records to ensure you have drawn your 2019/20 minimum pension payment by 30 June 2020. If you forget to withdraw or do not draw enough, your super fund will be subject to 15% tax on its pension asset investment earnings, rather than being … Continued

Pension Requirements Halved by Australian Government

Important superannuation measures have now been put in place in response to the current challenges we are facing due to the Coronavirus (COVID-19).  The key measures include: Temporarily Reduce Superannuation Minimum Drawdown Rates The Government is temporarily reducing superannuation minimum drawdown requirements for account based pensions and similar products by 50 per cent for 2019-20 and 2020-21. … Continued