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How much money do you need to start an SMSF?

01/02/2022

Self Managed Super Funds (SMSFs) are not for everyone, but for those individuals where an SMSF is entirely appropriate for them, the benefits can be considerable. In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research has been provided to provide insights into the true costs of running […]

Sharon Burke

23/11/2021

I have more than 35 years of experience providing taxation and accounting services, with a focus on small and medium-sized enterprises. My clients operate across a range of sectors, including professional services, wholesale importing, not-for-profit organisations, IT, property development, and property investment. My clients know me as responsive and personable, and I take the time […]

Matthew Oakey, Partner

23/11/2021

I have more than 20 years of experience partnering with clients to achieve their business, investment, and family objectives. I work with many of Australia’s leading philanthropists. I have built a successful career providing business and tax advice to high-net-worth family groups, and I lead our Family Office team. I am passionate about philanthropy and […]

Daniel Minihan, Partner

23/11/2021

I am the Director, Responsible Manager, and an Authorised Representative (476433) of the Wealth Management practice, SW Wealth, as well as Head of Private Clients. For more than 20 years, I have helped clients align their financial strategies with their goals and values. I work with a broad spectrum of clients, from individuals and small […]

Colin Stewart

23/11/2021

I have more than 30 years’ experience assisting clients with their accounting and taxation requirements. Throughout my career, I have worked with a broad range of clients, providing strategic and structuring advice, commercial property management, family office services, and support with day-to-day accounting and taxation needs. My open and direct working style, combined with my […]