Reaching your financial goals and objectives may not always mean making more money, but rather, making smart decisions with the money and assets you already have. No matter what stage of life you are at, there are always opportunities to improve your financial circumstances to achieve your financial goals.

SMSF's continue to grow in popularity as an alternative to traditional superannuation funds.

Now the favoured choice of over 1.1 million Australians, the main reasons for starting a Self Managed Super Fund include greater control, flexibility to acquire certain assets and the potential to lower your costs. 

Self Managed Superannuation Funds (SMSFs) continue to grow in popularity as an alternative to traditional superannuation funds. SMSFs are customised wealth creation and succession vehicles that can provide tax effective income streams to individuals at retirement age. For most people they have a low tax rate of 15% providing strong tax incentives to active investors and business owners wanting to take a more hands-on role in preparing for retirement.
 
Prosperity assists over 300 clients with their Self Managed Superannuation Funds (SMSFs), services including:

  • Establishment of SMSF
  • Rolling over existing superannuation policies into your SMSF
  • Establishment of tax deductible life insurance inside your SMSF
  • Establishment of pensions and assistance with their ongoing maintenance

We also provide tailored structuring and investment advice directly related to SMSF, including:
  
  • Preparation of investment strategies and policies
  • Advice on investment product selection and retirement planning
  • Advice on incorporating your SMSF into your estate plan
  • Advice on structuring your SMSF for tax minimisation
  • Advice on the level of life insurance cover required in your SMSF


 

 


Specialists

Aidan Vuocolo
Aidan Vuocolo
Manager of Business Services and Taxation
Alex Hardy
Alex Hardy
Director of Corporate Assurance
Allan McKeown
Allan McKeown
Founder and Chief Executive Officer
Angela Redfern
Angela Redfern
Manager of Business Services and Taxation
Andrew Hibbert
Andrew Hibbert
Associate Director, Self Managed Superannuation and Offshoring
Ben Hailstone
Ben Hailstone
Associate Director of Business Services and Taxation
Ben Travers
Ben Travers
Associate Director and Financial Adviser
Brendan Campbell
Brendan Campbell
Director of Business Services and Taxation
Charles Yuan
Charles Yuan
Manager of Taxation Services
Colin Samuel
Colin Samuel
Director of Business Services and Taxation
Gerhard Jordaan
Gerhard Jordaan
Associate Director of Business Services and Taxation
Hani Omran
Hani Omran
Senior Lending Adviser
Hayley Wilson
Hayley Wilson
Client Relationship Manager, Employee Benefits
Jay Lampos
Jay Lampos
External Audit Manager of Corporate Assurance
Kay Agcaoili
Kay Agcaoili
Manager, Business Services and Taxation
Laura Beattie
Laura Beattie
Manager, Business Services and Taxation
Lidia Lenhardt
Lidia Lenhardt
Manager of Corporate Assurance
Mark Welsh
Mark Welsh
National Employee Benefits Manager
Mitchell Tieck
Mitchell Tieck
Manager, Business Services and Taxation
Megan Smith
Megan Smith
Director of Business Services and Taxation
Nadine O'Brien
Nadine O'Brien
Operations and Compliance Manager
Nestor Tindugan
Nestor Tindugan
Senior Manager of Corporate Assurance
Nya Murefu
Nya Murefu
Supervisor, Corporate Assurance
Rosanna Fuller
Rosanna Fuller
Manager of Human Resources
Ryan Findlay
Ryan Findlay
Associate Director and Chief Technology Officer
Sascha Kass
Sascha Kass
Manager of Marketing and Communications
Shannon Chen
Shannon Chen
Supervisor, Business Services and Taxation
Soon Tang
Soon Tang
Manager of Corporate Assurance
Stuart Birkbeck
Stuart Birkbeck
Manager, Business Services and Taxation
Ty Standen
Ty Standen
Employee Benefits Consultant
Zoe Hall
Zoe Hall
Supervisor, Business Services and Taxation
Zubin Kaiser
Zubin Kaiser
Supervisor, Business Services and Taxation
Sam Gadani
Sam Gadani
Director of Business Services and Taxation
Shaun Thiya
Shaun Thiya
Associate Director of Business Services and Taxation
Siobhan Sellick
Siobhan Sellick
Director of Business Services and Taxation
Steve Gagel
Steve Gagel
Director of Business Services and Taxation