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Having the finances to support your interests gives you the freedom to enjoy life. Making the most of income and minimising tax is key to building wealth. We will give you expert advice to finance your life at every stage.

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Whether you’re planning your retirement, or already retired, the right advice can help you secure a comfortable lifestyle, and ensure your assets are invested, transferred, and ultimately passed onto the next generation in the most tax-effective manner.

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– Managing your money

– Building your wealth

– Protecting your wealth & lifestyle

– Maximising superannuation

– Self-managed super funds

– Living in retirement

financial advice awards

Congratulations Gene Youl for winning the National Value of Advice Award and Dallas Ludeman for receiving the prestigious Gerald Lippman Perpetual Trophy.

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latest news

SMSF succession planning part 1 – getting started

Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.

ATO reviewing all new SMSF registrations to stop illegal early access

The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.

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