Self Managed super Funds (SMSF)

We ensure that you have a financially comfortable retirement.

Our Superannuation experts can help with the easy Establishment of a Self Managed Super Fund OR with the Transfer of an existing SMSF. Our team can assist you with:

  • Financial Planning Advice
  • Property Loans
  • Personal Insurance
  • Administration and Auditing of your SMSF

Our primary concern is with your wealth creation to maximise your long-term returns, so that you have a financially comfortable retirement.

We take care of the administrative requirements, so that you can rest assured that your SMSF is compliant with ATO rules.

Are you looking to buy a property within your Self Managed Superannuation Fund (SMSF)? Our Lending Experts are experienced in obtaining suitable loans for SMSF purchases, and to ensure you continue to operate your SMSF within the rules.

Contact us for an initial fee free discussion on SMSFs.

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New superannuation opportunities from 1st July 2022

New superannuation opportunities from 1st July 2022

As 30th June fast approaches, the focus usually shifts towards ensuring strategies relating to managing taxation outcomes and Superannuation are implemented before the end of financial year arrives. However, it is also important to look ahead, with some Superannuation...

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“Thanks to Jim & Leah and the Thrive Team for always making us feel important. They have looked after us since their doors first opened back in 2014; and we met Jim & Leah many years before that!

The level of customer service that we receive is second to none, and their expert advice is always appreciated. We could not imagine entrusting anyone else with our business and personal finances.”

P & D Roberts

FBT & Tax Implications for Staff Parties & Gifts

FBT & Tax Implications for Staff Parties & Gifts

Employers love to reward their hard working employees and valuable clients in various ways. However, there are important issues to consider when providing ‘Entertainment’ (including Christmas Parties and Gift Cards) to staff and clients. We know this can be confusing,...

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