Brad advises our clients on their personal superannuation and retirement planning across a range of areas including tax effective contribution and benefit strategies, investment structuring, asset protection and estate planning.
A significant portion of Brad's practice involves consulting to larger superannuation funds on the development of policies and procedures to comply with prudential standards.
- Large and small superannuation funds
- Industry representative organisations
Memberships & Qualifications
- Authorised representative of Pitcher Partners Investment Services Pty Ltd (AFSL No. 229887)
- Bachelor of Business (Monash University)
- Fellow of the Financial Services Institute of Australia
- Graduate Diploma Financial Planning (FINSIA)
- Member of the Australian Superannuation Fund Association
22nd June 2020
Where these provisions apply, they can have significant adverse tax
consequences for the fund. The changes apply from 1 July 2018, regardless of
7th May 2020
/This article origionally appeared on Advisor Voice  on 29 April 2020/
There’s no doubt that the remainder of 2020 is going to be particularl...
16th April 2020
*/Return to the COVID-19 news and updates hub/* 
The changes include:
1) allowing individuals to access up to $20,000 over the next six mont...
21st August 2018
The Federal Government announced a proposed measure to reduce compliance
requirements for trustees of Self-Managed Superannuation Funds (SMSFs) in...
30th November 2016
The new rules mainly apply from 1 July 2017 and broadly mean people with
pension balances greater than $1.6m will pay more tax on investment earni...
7th June 2016
From a policy perspective, the winding back of incentives to save for
retirement and the retrospective nature of many of the proposals are
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