Retirement Planning & SMSF

Retirement planning should be an essential part of your life plan, but have you given your plans for the future the attention they need?

For those of you wanting more control over your superannuation fund and are interested in setting up an SMSF we along with our partners in Oak Financial Planning can assist you to get you started and in control of your super today!

We can assist you with:

  • Establishment of new funds
  • Administration of SMSF
  • SMSF tax returns and compliance issues
  • Borrowing & estate planning strategies
  • Tax effective strategies to minimise tax

Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money. Setting up your super so you are on the right track is the best way to ensure a comfortable and enjoyable retirement.

With specialists in SMSF, co-contributions, TTR and redundancy, our accountants and financial planners coordinate the advice provided and will work together to provide the best options to reach your retirement goals.


This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Interested in a 1:1 accounting consultation?

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