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With the recent changes to the legislation governing superannuation and retirement, there are a number of great tax planning opportunities.

We can assist you with:

  • Reviewing the appropriateness of a self managed superannuation fund in your circumstances
  • Setting up a self managed fund including all the statutory registrations
  • Selecting the appropriate life insurance and getting a tax deduction for it
  • Compliance, including financial planing advice (outsourced to a trusted and registered financial planners), financial reporting, member statements, tax returns and audit
  • Retirement strategies and pensions
  • Estate planning and related opportunities

Contact us for an obligation free consultation, phone: 03 9005 2133 or 03 9509 9483.



Contact Us


Level 1, 61 Station St, Malvern VIC 3144
Ph: 03 9005 2133 or 03 9509 9483
Fax: 03 9509 9483


Postal Address: PO BOX 2487,
Caulfield Junction, VIC 3161.




regestered accountant and tax agent
Member of Chartered Accountants Australia and New Zealand



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