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What makes our services SMART?

With an intense focus on education and strategy development, the SMART team understand the importance of constructing a great balance between knowledge and practice. The entire team has a burning need to understand “Why?” This desire allows us to take your goals and really understand what drives them, and how we can best use our expertise and experience to safeguard your retirement, generate financial success or meet your goals, whatever they may be.

ASSET PROTECTION PERSONAL INSURANCE BUSINESS INSURANCE SELF MANAGED SUPER WILLS & EPOA


15 Jun

The Guide to Testamentary Trusts

A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.


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15 Jun

The ATO Guide to Super Contributions

There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.


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15 Jun

Protecting Family Wealth

Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?


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