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Results for "Superannuation & SMSF"
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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 […]
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Sharon Burke
23/11/2021
Sharon has more than 20 years’ experience providing tax and accounting services focusing on small to medium sized enterprises. Her clients are engaged in professional services, wholesale importing, not-for-profit organisations, IT, property development and investment. Sharon has developed expertise in providing outsourcing services for start-up companies, major property developers and the Australian subsidiaries of multinational […]
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Matthew Oakey, Partner
23/11/2021
With over 20 years’ experience, Matt works with clients in partnership to meet their business, investment and family objectives. Matthew works with many of Australia’s largest philanthropic individuals. Matthew has built a successful career in providing business and tax advice to high net wealth family group and leads our Family Office team. Matthew is passionate […]
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Daniel Minihan, Partner
23/11/2021
Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years. He works with a broad spectrum of clients from small individuals to large […]
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Colin Stewart
23/11/2021
Colin has over 30 years’ experience in assisting clients with all of their accounting and taxation requirements. Over the years Colin has worked on a broad range of clients assisting with strategic and structuring advice, commercial property management, family office requirements and meeting clients day to day accounting and taxation needs. His open and direct […]