We assist clients with their retirement planning and management of their superannuation including design of desired pension streams and RBL management.

For example, Michelle Saunders has been working with self-managed superannuation funds (SMSF) since 1996 and can advise on strategies for retirement planning and consulting services to maximise the potential of an SMSF as an investment and family wealth transfer vehicle.

Along with SMSF consulting we can also make life easier by undertaking the administration details concerned with SMSF compliance.

And finally, we can develop an asset succession and estate planning strategy often working closely with Estate Lawyers. This means we can cover tax effective strategies to pass wealth on to the next generation and create retirement income streams and also asset protection issues.