Our Superannuation team are the Super experts
Our superannuation division is headed by Sally Rorke, who has a depth of SMSF knowledge built over 25+ years experience in advising clients, accountants and financial planners on self-managed funds.
Alongside Sally is our superannuation team, comprised of qualified superannuation managers, accountants and support staff who provide the accounting taxation and compliance services for all of our SMSFs.
Our team of specialist SMSF advisers are Sally, Michael Bowman and Mark Shepherd who are all authorised to provide SMSF advice under our limited Australian Financial Services License.
They each have specialist SMSF qualifications and are able to provide advice on the following areas:
- SMSF establishment and operation
- Strategies for the accumulation phase including contributions planning and SMSF borrowing
- Strategies for the retirement phase including pension planning and simplification of personal financial structures
- Strategies for estate planning
Allan Hall SMSF Advisory Pty Ltd, Australian Financial Services License 485203, ABN 71 608 966 276