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Helping make your superannuation… super!

While setting up a SMSF may seem straightforward, the administration and management can be time consuming and complex. If appropriate for your circumstances, we can guide you through the establishment and ongoing management of your Self-Managed Super Fund, as well as implement the most suitable strategy to help you meet your goals. We can assist you to understand the benefits, obligations and responsibilities of an SMSF structure.

About Us

Scale

A Large Geographical Presence

We are strategically dispersed across Australia and New Zealand and can be found in over 110 locations. Our scale allows us to offer you competitive solutions from a location convenient to you.

Holistic Solutions

Our Family Office Approach

We provide you with a single point of contact to oversee your affairs and work collaboratively with others from within the business to provide uniquely tailored solutions for you.

Methodology

A ‘One Best Way’ Approach

Advice for the challenges of tomorrow, not just today’ and body text ‘We believe that a forward looking approach to the solutions we provide, better positions you to prepare for the challenges of tomorrow whilst also solving the problems of today.

Our footprint

110 +AU & NZ Locations
250,000 +Clients
17+BillionFunds under Advice

Insights

By Findex Contributor
3 min read
SMSFTaxWealth ManagementSpecialist Tax
By Findex Contributor
3 min read
SMSFAuditThought Leadership
By Findex Contributor
3 min read
Wealth Management

Industries

Some of the industries we specialise in

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