Make the most of Australia's superannuation system with tax-effective contribution, investment and SMSF strategies — wherever you're based.
Superannuation is one of the most tax-effective ways for Australians to build wealth for retirement, but the rules are complex and change regularly. Our superannuation advice helps you make informed decisions about contributions, fund selection and investment strategy within super.
We also provide self-managed superannuation fund (SMSF) advice for clients who want greater control over their retirement savings — including helping you compare SMSF advisors and decide whether an SMSF is the right structure for you.
If you're an Australian expat, your superannuation doesn't disappear when you move overseas — but contribution rules, insurance cover and access can all be affected by your residency status. We regularly help clients with:
It depends on your residency status, visa, and the type of contribution. We can review your situation and explain what's possible.
SMSF residency rules are strict, and getting this wrong can have significant tax consequences. We strongly recommend getting advice before moving overseas if you have an SMSF — see our Expat & Repatriation page for more.
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