Our Superannuation team are the Super experts

Our Superannuation team 2

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 Sunil Chawla 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

Contact our Super team:

Phone +61 2 9981 2300 Email [email protected]

Our Superannuation team 3

Sally Rorke

Associate Director, Head of Superannuation Division

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Our Superannuation team 4

Mark Shepherd

Director

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Our Superannuation team 5

Michael Bowman

Director

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Our Superannuation team 6

Sunil Chawla

Senior Client Manager, Superannuation

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