Key Discussion Points
November 2024

Holiday Homes, Hidden Watches, and Hanging Art: The Do’s and Don’ts of SMSF Investments
A Self-Managed Superannuation Fund (SMSF) allows trustees to take control of their retirement savings by managing their own superannuation investments.


Upcoming Wholesale Investment Opportunities
Discover our selection of unique investment opportunities available only to Wholesale and Sophisticated investors.
Bondi Beach Investment Opportunity Flyer - Preference Equity
Hawthorn East Investment Opportunity Flyer - Preference Equity
Recent Monthly Market Update
Click below to read our recent market update for September, released on 18 October.


Splitting SMSF Contributions A Smart Strategy for Spouses
Superannuation contribution splitting is commonly used by spouses to optimise conditions on individual limits within the tax-friendly superannuation environment.
How Virtual CFOs Drive Strategic Business Growth
Chief Financial Officers (CFOs) play a pivotal role in company operations, providing valuable insights and strategic guidance that directly impact revenue growth.

A unique and personal service approach to support all your business advisory and personal wealth management needs.
