self-managed superannuation fund administrators
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On The Money

Welcome to the latest edition of Keeping in Touch – August 2016

19 Aug 2016
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Election update: how will your finances be affected? Now that the election has been finalised, here we look at some of the new government’s policy changes that could have an impact on your financial situation. If you invest in superannuation From 1 July 2017, the level of pre-tax...

The Estate Planner – June 2016

29 Jun 2016
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Moving back in with the Kids The Pros and Cons of Granny Flat Agreements It has been “the new big issue” for quite some time now – the aging population, retirement living, aged care, and so on and so forth. And, of course, it’s true… there are more and more people entering...

Welcome to the latest edition of Market Wrap – June 2016

29 Jun 2016
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Market Highlights – June 2016​  Share markets bounced strongly on central bank support and the improved growth The rally has started to broaden from commodities to technology, financials and health The Australian dollar fell sharply on expected further rate cuts and US rate hike...

ON THE MONEY – June 2016

15 Jun 2016
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2016 Federal Budget Highlights Treasurer Scott Morrison’s 2016/17 Federal Budget delivers a budget deficit of $39.9 billion which is down from $41 billion in 2014/15, The deficit is projected to drop to $37.1 billion in 2016/17, $26.1 billion in 2017/18, $15.4 billion in 2018/19...

On The Money – March 2016

18 Apr 2016
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Who Wants To Grow Their Business In 2016? It’s clear that some business owners still don’t think they need a website. In fact, according to a 2016 report in the US produced by Clutch, 46% of small business owners don’t have a website. They surveyed 350 small...

The Super Brief Newsletter – Issue – January / February 2016

30 Mar 2016
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Protecting the SMSF nest egg with a “Superannuation Agreement” The overwhelming purpose of Superannuation is to build up a lump sum nest egg in order to create an income in retirement. Typically, the focus of clients with an SMSF is to select those assets, usually...

On The Money (December 2015)

04 Dec 2015
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  Plan Your Success in 2016 Can you believe we are nearly at the end of another year? For some, 2015 was a tough year and it’s a good time to take a step back and look at what’s working in the business and what needs working on. One thing we all understand is, if...

The Estate Planner

01 Dec 2015
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The Estate Planner   The Best Laid Plans… De Facto relationships and estate claims   We often hear of people who meet later in life and, having heard “horror stories” of claims by new “de facto” partners, take careful steps to protect their...

New Powers of Attorney Act 2015 – How does this affect you?

06 Oct 2015
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  New Powers of Attorney Act 2015 How does this affect you ? The new Powers of Attorney Act 2015 came into force on 1st September last and has significantly reformed and consolidated several pieces of legislation relating to the operation of Enduring Powers of Attorney and...

On The Money (September 2015)

09 Sep 2015
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Franchising … Risk & Return Franchising is certainly big business in this country with sales turnover of $144 billion. The Franchising Australia 2014 Report tells us that there are 79,000 franchisees operating in Australia employing more than 460,000 people.  The perception...
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We are a firm of superannuation accountants that provide administration services required to ensure that your self-managed superannuation fund (SMSF) remains compliant with government regulations. Our services cover hassle free compliance, tax and administration for individuals, professional advisors and their clients.

CONTACT DETAILS

Office Location
Level 3 Suite 3, 170 Elgin Street
Carlton VIC 3053

Postal Address
PO BOX 1086, Carlton VIC 3053

Phone: (03) 9348 0188
Fax: (03) 9348 0148

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