Superannuation strategy and coaching

Go beyond what your accountant knows about SMSF

Dealing with a qualified SMSF specialist means planning, strategy and coaching to suit your individual circumstances. From structuring your member accounts to minimise tax and boost returns, to seamless super planning, we love to help.

Learn more about the difference between corporate and individual trustee

Ask an expert about the difference between corporate and individual trustee

The right choices

The right fund structure

Minimising tax

The right investment types

Retirement planning

Our SMSF experts help you make smart choices

1

Borrowing and property strategies

Borrowing to invest or using your fund to build a property portfolio are some of the reasons why Australians are choosing to set up their own self managed super funds. Get the right advice on strategic choices from people that know your finances and your super goals.

2

Planning to meet your financial goals

When you have a goal for you super, and you know the view you want in retirement, it simplifies everything. All your planning and strategy is to support that goal. Work with a team that keeps you in the loop on how your super is performing, finds strategic opportunities and keeps you on track.

Talk to the Brisbane SMSF specialists who love your super