SMSF Specialists

We LOVE self managed superannuation funds.

We LOVE the flexibility they bring

We LOVE the control members have to choose their own investments

We LOVE the ability to use advanced tax planning strategies not possible in many large

funds to save even more tax for you

We LOVE the lower costs for larger balances meaning that you will have more in retirement

 

By rejecting the vertical integration trend of the industry where more and more large insurance companies and banks are entering the market and trying to sell you everything from investment advice and life insurance to loans, we are proudly independent. The big players see the SMSF market as a gravy train for themselves. We see it as an amazing opportunity for our clients to achieve true financial independence from the big players.

We provide specialist SMSF taxation and compliance solutions that combine the best of breed technology solutions with specialist personal taxation advice.

If you want a truly independent, specialist advisor who can navigate the complexities of the taxation rules to improve your position then you have come to the right  place. Our sole mission is to provide you with taxation advice that minimises your tax position, not up sell  you with add ons. We pay or receive no commissions. Nor do we charge you a percentage of your fund as a fee (even if it’s called a fee for service). Our fees are transparent and agreed upfront. We offer a truly professional service which gives you access to specialist taxation advice and not just a bean counter crunching the numbers. We look at every fund with the aim of reducing tax where possible. 

All of our work is conducted in our Hobart office with no aspect of the work outsourced overseas. This means that the people you are dealing with everyday are the same people who are actually doing the work, processing the transactions and preparing the returns. Some accounting firms outsource the day to day work away from the firm to outsourcing providers located overseas. Having someone who knows you and your situation can only lead to an improved quality of work. We never charge for phone calls or meetings so you can discuss issues with us as often as required without worrying about watching the clock. 

It’s all about trying to make everything as simple as possible while at the same time ensuring that your fund complies with all of the complex rules and taking advantage of every opportunity to save tax.

 

IMPORTANT NOTICE

We are not licensed to provide financial product advice under the Corporations Act 2001 (Cth) and we confirm that:

  • taxation advice that we provide in relation to any financial product is only one of the matters that must be considered when making a decision on a financial product;
  • any factual information that that we provide is::

○          objectively ascertainable;

○          an exempt document or statement under Chapter 7 of the Corporations Act 2001 (Cth);

○          does not take into account your personal circumstances, objectives or goals; and

○          not intended to influence you in making your decision regarding any financial product;

  • in view of the above, we recommend that you obtain advice from an adviser who has an Australian financial services licence (‘AFSL’) who can advise and recommend financial products and provide related financial services;
  • where we have assisted you in relation to obtaining any financial product, we have acted in accordance with your instructions and confirm that we have not provided any financial product advice or financial product services and have recommended you seek advice from an adviser with an AFSL;
  • where we have referred you to an AFSL adviser, we confirm that we are not licensed to confirm or endorse any advice received from an AFSL adviser in relation to financial products or financial services and can only provide tax advice, factual information or accounting services in respect of any financial product advice you may obtain from a licensed adviser. We also recommend that you carefully review the background details of any referral and check that their services, charges and business model suits your needs;
  • we do not receive any benefits from the supply of financial products or form any referral;
  • please note that in respect of any meeting or communication in which we may also be involved with your AFSL adviser, we confirm that we will not be providing any financial product advice even if we provide taxation advice or accounting services in respect of the financial product advice or financial services provided by your AFSL adviser. In any joint meeting or communication where your AFSL adviser provides advice or omits to provide appropriate advice, any communication should not be considered as confirming, endorsing or denying any advice or service provided by your financial planner. We will be pleased to confirm any taxation and accounting advice in writing on your request; and
  • we are not a registered legal firm and therefore do not provide legal advice and can refer you to a qualified lawyer for legal advice if required.

If you do need financial advice in relation to SMSF and Superannuation we are able to refer you to several licenced finacial planners who we regularly work with.