Financial Planning

Self Managed Funds and Superannuation Planning

We can assist in the setup of a Self-Managed Superannuation Fund ensuring that the relevant deeds are created depending on your requirements. We can also assist with borrowing through your Superfund through a Bare Trust and ensure that your fund is set up to meet your needs.


Come and discuss what investment options you have available and find the right choices to suit your goals.

Retirement Planning Strategies
A goal that everyone should pursue is to be financially free. There are many strategies that will help you achieve this goal and often a combination of financial planning strategies, along with good legal and tax advice will be the key.
Investment and Tax Planning

The role of planning is to help you understand your current position, define your goals – or where you want to be and set out the action steps to get there. It provides a clear focus for the many decisions that will need to be made.


Strategy is simply doing things smartly. Simple things like considering who should own an investment; individually, jointly, company, trusts or superannuation can make a big difference, not only during the investment but importantly when you come to sell. More complex issues like gearing, using superannuation smartly and other strategies can save you (and your estate) significant amounts of tax and help build your wealth to achieve your goals.


It is important when developing a taxation strategy not to get caught up with doing something simply for a “tax deduction”. There are many good investments that provide tax benefits and when these are integrated into your overall financial plan you can gain maximum benefits.

 Nurture     Grow     Protect 

Contact us

Tweed Heads Office

Phone: 07 5599 5700

36 Machinery Drive, Tweed Heads South NSW 2486

Nerang Office 

Phone: 07 5502 1388

Suite 4, 60 Nerang Street, Nerang

QLD 4211


We go a step beyond traditional accounting practices

Delivering added value with a range of additional services

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