Congratulations to our new Partners and Principal. Read more now.
Stephen specialises in self-managed superannuation funds (SMSFs), Queensland construction, Agribusiness and other small business entities. He has worked in these fields for over 15 years and generates meaningful and actionable advice to clients in an everchanging environment.
Stephen builds strong connections with clients to ensure they understand their goals and how they can be achieved through careful planning. Within SMSFs he has advised on how to setup and provided advice on investment structures and meeting obligations and goals within retirement planning.
He helps clients meet all regulatory requirements under the Queensland Building and Construction Commission and prepare for growth in these industries. For small businesses he provides statutory and management accounting assistance including periodic accounts preparation as well as compliance with year-end statutory accounting and taxation requirements and advisory services.
Starting from 1 July 2025, the general transfer balance cap will increase from $1.9m to $2m, allowing further tax benefits for superannuation fund members.
One of the fundamental rules for a self-managed superannuation fund (SMSF) is the general prohibition on borrowing.
Property has always been a favourite investment class for Australians over the years. However, the ability to use your biggest and most important asset for retirement to get exposure to direct property can be quite limited in the industry and retail fund landscape, which many Australians have.
