Superannuation

DFK Gray Perry are fabulous! They are a team of multi-skilled people who listen and understand your business. They can speak to you in plain language, are supportive and really get to know you on a personal level. Michael is great in strategy, Sam too. They gave us the confidence to make big decisions for our business and our family.

Ellen Wundersitz
Managing Director, Spacecraft

DFK Gray Perry are unique, in that they have a genuine interest in our business. They want to know all about our company, not just the financials, but understand the company as a whole. This enables them to give us advice based on their complete understanding of what our business does.

Tom Colyer
Managing Director, APF Cold Storage & Logistics

The advice we received from Jim enabled us to set up our own SMSF and to acquire own workshop. It has enabled us to build our super assets in a tax effective manner.

Janine
Haynes Signs
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The Superannuation environment is subject to frequent and ongoing regulatory change which can dramatically impact on the effectiveness of your wealth management strategy. Self-managed Superannuation Funds (SMSFs) have become very popular alternatives to Retail and industry funds for clients seeking to build their wealth.

DFK Gray Perry can support clients and their Self-Managed Superannuation in each of the phases: accumulation, retirement and estate-planning. We have the skills and experience necessary to assist with the design, establishment and strategies required to run an effective fund.

Financial Services Guide

Self-Managed Superannuation Funds (SMSF’s)

Through Gray Perry Wealth Advisers, we can advise people who are invested or wish to invest in superannuation or want to establish a Self-Managed Super Fund (SMSF)

For those with conventional super funds we can help by:

  • Comparing super funds
  • Providing super fund investment recommendations
  • Consolidating your super funds
  • Planning for retirement
  • Entering retirement
  • Establishing a death benefit nomination
  • Establishing a reversionary pension


For those who either want to explore a SMSF or have existing SMSFs we can help by:

  • Evaluating the value of establishing an SMSF, taking account of your circumstances
  • Establishing a SMSF
  • Preparing an investment strategy
  • Providing SMSF investment recommendations
  • Purchasing residential or commercial property (with or without loans) within your SMSF
  • Consolidating your super funds into your SMSF
  • Planning for retirement using your SMSF
  • Entering retirement using your SMSF
  • Establishing a death benefit nomination
  • Establishing a reversionary pension
  • Winding up your SMSF


Gray Perry Wealth Advisers Pty Ltd and Allan Taylor are Authorised Representatives of Lionsgate Financial Group Pty Ltd ABN 92 140 591 484 AFSL 342766

Superannuation Team

Partner

CA, BEc, DipCM, CPMgr, FAIM, JP

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