Self Managed and Managed Superannuation

• Setting up your own fund and managing your own investments
• Selecting a managed superannuation fund

Financial Planning

We offer lifestyle financial planning, which involves:

• Setting your financial goals
• Being financially organised so you know where you are and where you are going
• Selecting investments that suit you, not us
• Planning for school fees
• Planning for retirement
• Planning for travel
• Regular reviews of your situation

Salary packaging

• Effect of FBT on salary packaging
• Superannuation contributions for spouses
• Tax and salary effective car plans
• Novated leasing

Estate Planning

• Planning your kids’ inheritance
• Assisting children and grandchildren
• Charitable donations

Advice on income and capital gains tax matters