Superannuation Fund Advisers Pty Ltd
Superannuation in Whitehorse

It is possible for a person to have a higher transfer balance cap if they receive a defined profit pension because of the restrictions placed on receiving lump sum withdrawals. Where defined gain pensions are paid from the fund the amount required to be paid annually is encourage through an actuarial valuation. Any pension balance in retirement phase must be reduced to 1.6 million each year. However, the value of pensions measured against a person’s transfer balance cap for amounts in retirement phase is not permitted to exceed 1.6 million (which is subject to indexation). Also, if a person’s total balance(s) in all superannuation funds exceeds 1.6 million, it is not feasible to make non concessional contributions to superannuation. Tall quality and efficient SMSF administration that’s pliable enough to suit your business. Awardwinning and with over 30 years’ experience, SuperConcepts is a leading innovator in SMSF services. Together, our people unite their extensive experience in accounting, auditing, compliance, financial planning, IT, and SMSF administration to bear extraordinary service, deep insight and solutions that boost your capability and present your business a competitive edge. As the leading innovator in the SMSF market, SuperConcepts is growing swift and always on the lookout for passionate and aspiring professionals to unite our team. Enhance your SMSF knowledge and capability with technical and educational experts you can rely on. Bringing together experts, innovators and thought leaders from across the SMSF industry. Andrew is a widely respected SMSF professional, with experience across the superannuation and administration markets. As the founder and past CEO of SuperIQ, Andrew has built innovative SMSF services designed to yield simple, efficient and intuitive information to SMSF trustees, advisers and accountants. He brings with him a riches of financial services experience. He brings a prosperity of strategic marketing, operations, merger, business transformation and innovation experience to the board. recognized as a thought leader in finance and business, Natasha is a highly respected business leader with over two decades of experience in the finance sector and a track record for delivering consistent and sustainable results with leading finance and insurance companies. With over 16 years’ wealth management experience, she has held senior positions at AZ across sales, project management, customer experience and regulation. He brings a depth of knowledge to the role and a potent track record for delivering large change programs most recently holding senior leadership roles at Perpetual. James is responsible for leading customer solutions function, drawing over 15 years’ experience in financial services and superannuation. The past CEO and founder of Supercorp, he holds more than 30 years’ industry experience in the software and superannuation markets. Helen and her team are responsible for driving the customer service function at SuperConcepts. Helen brings many years of senior leadership experience to the role from both Australia and overseas, with deep and detailed knowledge of the financial services sector. As a leading innovator in the SMSF market, we’re perpetual on the lookout for passionate and driven professionals to unite our team. And because we pride ourselves on being market leaders, we’re building a team that works difficult to drive innovation within our business and the SMSF industry.