a quality accountant in a suburb near you

Financial Planning and Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

We specialise in all aspects of superannuation including:

  • Self Managed Funds
  • "Mum and Dad" funds
  • Personal funds
  • Company funds
  • Retirement planning
  • Fund administration
  • Fund audit and compliance
  • Binding death benefit nominations
  • ETP documentation
  • Investment strategies
  • Rollovers
  • Allocated pensions
  • Complying pensions

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latest news

Jan 10, 2010
9 New Year money resolutions - Cut up the credit card, government co-contribution, saving, studying, reduce debt ... (more)

Dec 3, 2009
12 tips on easing the financial pain at Christmas - lower your credit card limit, pay with cash, lay-by ... (more)

success stories

We were able to find a great accountant who has been ideal for looking after our clients' tax and business advice needs.

Bechara Shamieh, Principal, Consolidated Lawyers