Super Focus is a privately owned financial advisory firm specialising in superannuation, investment and estate planning advice.
We understand the complexities of superannuation legislation and we apply our specialist technical knowledge to evaluate legislation and to develop tax effective strategies for our clients.
Our advice is underpinned by extensive academic and professional credentials, which are among the highest in the industry.
We have particular expertise in Self Managed Superannuation Funds and are accredited by the SMSF Professionals’ Association of Australia (SPAA), which is the peak body for professional advisors within the SMSF industry in Australia. Find out more about SPAA.
At Super Focus, we are staunch advocates for independent advice. We operate under an independent Australian Financial Services Licence and have no ownership links or affiliations with any product provider such as a bank, insurance company or fund manager. In addition, we do not accept payments or commissions from any product provider.
As a result, we are able to provide truly independent advice and you can rest assured that we have no conflicts of interest influencing our recommendations.
We are one of only a small number of advisors in the industry that are legally permitted to use the terms “independent”, “impartial” and “unbiased” in relation to the advice we provide. We can do this because we satisfy the very strict requirements contained in s923A of the Corporations Act. Learn more about Independence.
We view our relationship with you as a partnership, whereby we provide coaching, guidance and support to assist you in attaining your goals. We are dedicated to empowering our clients with knowledge.
Our mission is to assist you to accumulate and preserve your wealth. We do this by working with you to implement tax effective strategies and by making sure that you maximise all the opportunities available to you. Read more about our Role.
We offer strategic and investment advice, as well as a comprehensive range of administration and compliance solutions for SMSF trustees.
Our services are tailored to your specific requirements and can be structured as part of a comprehensive package or in relation to specific issue or area. Read more about our Services.
Our fees are agreed upfront and are completely transparent. They are based on the nature and scope of the services we provide to you and, unlike the majority of the industry, we do not calculate your fees purely on the amount of funds invested. Read more about our Fees.
To discuss your requirements, please give us a call on (03) 5229 6882, email us at firstname.lastname@example.org