Personal and families

Whether you own a business or investment properties, own shares or want to set up a self-managed superannuation fund, we treat your money like it’s our own so that you and your family can enjoy the benefits of your hard work.

We work hard to protect your interests; ensuring that you don’t pay any more tax than is absolutely necessary. Working alongside our talented in-house team is UNICA Wealth, our specialised financial services and advisory partner, opening up even more opportunities for you to get ahead.

Our first consultation is free so we can get to know each other, and our flexible pricing options mean you’ll never have any unwelcome surprises.

 

  • Getting better tax results

    Minimising your tax payments can lead to significant savings. We go the extra mile to ensure you make good tax decisions and claim all the deductions you’re entitled to.

    Services include:

    • Tax returns
    • Tax planning, minimisation and management
    • Taxation advice for self-managed superannuation funds
    • Taxation advice for investment trusts and partnerships
    • Taxation advice for gifts, donations and foundations
    • Income tax
    • Estate taxation
  • Taking control of your future with a self-managed super fund

    Many people love the flexibility and transparency of self-managed super funds (SMSFs) in planning for retirement. However, running your own superannuation fund can be complex and requires specialist expertise.

    Services include:

    • Setting up a SMSF
    • Meeting essential SMSF compliance requirements
    • Proactive SMSF administration and accounting
    • Strategic advice for SMSFs including pensions, contributions, gearing and holding property
    • Investment and retirement strategies
    • Responding to legislation changes
    • Annual SMSF audit
    • Estate planning
  • Managing your finances

    The first step in managing your finances is understanding your goals. We’ll help you identify your personal objectives so we can tailor our advice to your individual circumstances.

    Services include:

    • Identifying your financial goals and needs
    • Cash flow and budget solutions
    • Setting up and managing trusts, including family trusts
    • Loans and lending
  • Protecting your most valuable asset

    Don’t take your most valuable asset – yourself, and your earning capacity – for granted. While we hope you never need to use it, we’ll make sure you are properly insured, so that you and your family are protected.

    Services include:

    • Income protection insurance
    • Trauma and Total Permanent Disability (TPD) insurance
    • Life insurance
    • Self-managed superannuation fund member insurance
    • Asset and risk protection review
  • Growing your wealth

    Making good decisions today will ensure you can enjoy the future you deserve. It’s not just about having a great lifestyle – it’s an investment in everything you care about.

    Services include:

    • Financial planning and advice
    • Customised portfolio management
    • Fund placement and share trades
    • Investment reviews
    • Superannuation advice
    • Asset acquisition and protection

Contact Us

Self-managed super funds

Enjoy your transition to retirement with a self-managed super fund. Our services range from ensuring you meet all the essential requirements of running a SMSF through to our popular ‘advice plus’ package containing regular reporting, expert strategic advice and access to view your investments, member details and reports 24/7 via our online client portal.

Client Login

Liability limited by a scheme approved under Professional Standards Legislation.