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We have 34 years experience with Self Managed Superannuation Funds, so it is not new to us. We have a specialist SMSF department, known as the Super Wing, which is headed up by Paula Murray who oversees the administration and compliance responsibilities for our rapidly growing super group. View our services to the right.

Our view is that an SMSF is an integral part of your business structure due to the significant tax benefits that can be achieved on the road to retirement, and in retirement. We have long been of the view that investment assets are best held in your SMSF, particularly in light of the zero percent tax rate when your fund is in pension mode and the members are aged over 60yrs. An SMSF also offers asset protection and the improved ability to structure your estate for the future.

Other News and Updates

Monthly Update [October 2020]

Federal Budget 2020-21 We all understand that budgets are an exercise in predicting the future. Given what has happened in 2020, gazing into the crystal

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Monthly Update [August 2020]

The JobKeeper scheme gets an update, plus an extension The JobKeeper payment, which was originally due to run until 27 September, will now continue to

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Monthly Update [July 2020]

Tax return tips Despite the current COVID-19 constraints, completing your tax return remains a task we can help achieve to your best advantage. We look

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Monthly Update [May 2020]

Answers to COVID-19 work-from-home expense questions and CGT concerns The dominating factor in all our lives at the moment is of course COVID-19. We look

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Monthly Update [April 2020]

COVID-19: Your stimulus and rescue package explained The overwhelming issue of the day is of course the coronavirus. The government’s stimulus package launched in response

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