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Superannuation

Brennan Sloan provides high level strategic superannuation advice. In terms of Superannuation Funds we develop strategies that will result in optimal achievement of a client's long term financial desires.

With lump sums and pensions (limited to a $1.6 million transfer cap) tax free post age 60, it is easier to achieve a client's retirement goals using a Superannuation Fund than it is using a family trust, company of any other structure.

A Self-Managed Superannuation Fund can be strategically superior to any other superannuation fund due to the range of options and control afforded to trustees of the fund and their advisers.

Services Include:

  • Establishment of Funds
  • Administration including taxation and accounting
  • Technical Advice for trustees
  • Strategic advice
  • Structured borrowing to acquire investments
  • Investments
  • Estate plannning
  • Insurance

Clients of Brennan Sloan have the ability to check the current value of their Self-Managed Superannuation Funds by logging into our secure portal. Our administration software receives live data feeds from banks, stock brokers, fund managers and the ASX.

'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.  Count is a Professional Partner of the Financial Planning Association of Australia Limited. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Our Services

We aim to establish a close working relationship with our clients.

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