03 5445 4777
03 8621 8100



We believe a lifetime of work is worth rewarding. We are happy to share our knowledge with you on how to fund your retirement using your superannuation as the cornerstone of your financial future.

Our superannuation services ultimately give you the desired level of control over your investments. It's your choice. There is a suite of portfolio management services available and all associated administration can be managed by our team on your behalf. This includes complete management of your Self Managed Superannuation Fund (SMSF) as part of your financial plan to secure the retirement you desire.

Our SMSF division works closely with our Portfolio Management Services, Sharebroking and Financial Planners alongside our business services professionals for stress-free and effective management of your superannuation fund.

Our dedicated Superannuation Advisors and support staff will ensure the money you have invested is managed effectively and efficiently, whilst helping you to meet compliance obligations.

Our dedicated SMSF Specialist Advisors™ are:

Kris Tatt CPA, SSA™                        

Accountant / SMSF Specialist Advisor™



We offer:
  • Establishment of Self Managed Superannuation Fund (SMSF) with detailed investment strategy and advice.
  • Superannuation investment advice and strategy review for both SMSF or industry funds.
  • Complete Portfolio Management with administration and provision of comprehensive quarterly or annual investment reporting.
  • Taxation planning for superannuation.
  • Superannuation compliance services including preparation and lodgement of tax returns and complete audit on financial statements and operations.
  • Appraisal and advice for investing in public superannuation funds.