SMSF establishment

  1. Trust deed and Product Disclosure Statement
  2. Registration for ABN, TFN, GST
  3. Establishment of company to act as corporate trustee (where applicable)
  4. Beneficiary nominations
  5. Provision of membership applications and notice to become a regulated SMSF
  6. Assistance with rollovers from other superannuation funds

Taxation & Accounting

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Lending & Finance

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Financial Planning

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Business Development

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Self Managed Super Funds

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Human Resources

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Cloud
Accounting

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Meet The Team

Brett Andrews
Director
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Cara Hall
Director
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Greg Hilson
Principal
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Lindy Burr
Senior Accountant
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Nicola Hilson
Manager
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Nicolas Siely
Manager
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Tiffany Abel
Accountant
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Olivia Treloar
Intermediate Accountant
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Jessica Bonazza
Personal Assistant to Partners / IT/ Design
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Loralee Luckett
Bookkeeping
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Marg Tuckerman
Mail & Banking
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Kirsten Galea
Manager - Business Services
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Joanne Wells
Bookkeeper
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Lisa Renato
Operations Manager
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Dianne Brooks
Share Registry
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Elizabeth Rosewall
Receptionist
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Catherine Chalmers
Intermediate Accountant
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Alex Pearson
Graduate Accountant
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Alice Warren
Personal Assistant
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