The growth in the number of Self Managed Superannuation Funds over recent years has prompted the Australian Tax Office to review the law and practices relating to these entities. Two recent tax reform reviews – Henry Review & Cooper Review – have both made submissions which will again change some of the way these entities […]
Helping you create your path to retirement
Specialists in Self Managed Superannuation Fund Strategies
Have you wondered about managing your own Superannuation?
We can answer all your questions in our initial complimentary interview
to see whether this type of investment is suitable for you
Who we are
I have almost 20 years experience in advising on Self Managed Superannuation Funds, and in that time have assisted many clients achieve their financial goals for retirement. I passionately believe that SMSFs are the perfect entity for business owners, and investors, and can be used to effectively to save for retirement. My focus is providing a direct service to clients, answering their questions and making sure that the SMSF is the right vehicle for their investment goals.
If you would like to know more about SMSF’s, then please contact me on the address below:
firstname.lastname@example.org or Ph 07 3410 8116
Noosa 07 5449 0867
Our Latest News & Blog
It’s a generally known fact that women have less superannuation at retirement than men. This is usually because of time out of the workforce raising children, combined with the inadequacy of the superannuation guarantee contributions. How does Superannuation work? Superannuation is saving for retirement. The money invested can only be accessed either at retirement, permanent […]
Changes to Superannuation laws – beginning 1st July 2017 You’re probably tired of being bombarded with the news that the government has again made changes to the rules surrounding your superannuation. Unfortunately, after our home, super is usually the next most important investment in our life. It will also become more important in the future […]