Superannuation
We offer a variety of superannuation related services and specialise in providing strategic financial planning advice and administration services to self managed superannuation fund (SMSF) trustees.
Our team has had specialist training in SMSFs and Brian has the specialist accreditation from the Self Managed Superannuation Fund Professionals’ Association of Australia (SPAA). SPAA is acknowledged as being the peak body for all professional advisors within the SMSF industry in Australia.
We provide strategic advice on all aspects of SMSFs including contributions, investments and pensions.
To arrange an appointment send an email to Justin Doyle and try our Financial Tools to see how your current superannuation plan will provide for your retirement.
Services
- Structural superannuation advice
- Pension planning
- Contribution strategies
- Estate Planning
- Self managed super fund administration
- Auditing and accounting
- Investment strategy and implementation
SMSF Trustees
The ultimate responsibility for the operation and administration of any SMSF rests with the trustees. Should a trustee engage us to provide services to the fund we insist in entering into a formal services agreement to ensure the fund complies with extensive legislation.
Please read our documents Running Your SMSF and SMSF Definitions if you are thinking starting a SMSF or would like to engage our services to assist you running your SMSF.
