Do you provide SMSF advice?

Yes. James is ASIC-accredited in Self-Managed Superannuation Funds. We help clients decide whether an SMSF is the right structure, set it up correctly, and run the ongoing investment and compliance strategy. SMSFs aren't right for everyone, we'll tell you straight if a different structure suits you better.

Do you work with clients outside Brisbane?

Our office is in Brisbane CBD, but we work with a small number of clients across Australia by phone and video. The relationship is the same; only the meeting method changes.